Jones Financial Companies’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.36M | Buy |
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|
2025
Q3 | $1.33M | Buy |
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|
2025
Q2 | $850K | Buy |
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|
2025
Q1 | $763K | Buy |
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|
2024
Q4 | $723K | Buy |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $68.6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $7K | Buy |
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