Ken Fisher’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Buy |
56,267
+51,845
| +1,172% | +$8.47M | ﹤0.01% | 417 |
|
|
2025
Q1 | $699K | Buy |
+4,422
| New | +$699K | ﹤0.01% | 737 |
|
|
2017
Q4 | – | Sell |
-56,316
| Closed | -$1.4M | – | 890 |
|
|
2017
Q3 | $1.4M | Sell |
56,316
-1,336
| -2% | -$33.3K | ﹤0.01% | 534 |
|
|
2017
Q2 | $1.4M | Hold |
57,652
| – | – | ﹤0.01% | 510 |
|
|
2017
Q1 | $1.55M | Sell |
57,652
-18,138
| -24% | -$486K | ﹤0.01% | 476 |
|
|
2016
Q4 | $1.83M | Buy |
75,790
+338
| +0.4% | +$8.18K | ﹤0.01% | 430 |
|
|
2016
Q3 | $1.93M | Buy |
75,452
+310
| +0.4% | +$7.92K | ﹤0.01% | 466 |
|
|
2016
Q2 | $2.07M | Hold |
75,142
| – | – | ﹤0.01% | 462 |
|
|
2016
Q1 | $2.29M | Sell |
75,142
-290
| -0.4% | -$8.83K | ﹤0.01% | 454 |
|
|
2015
Q4 | $2.2M | Buy |
75,432
+1,026
| +1% | +$30K | ﹤0.01% | 457 |
|
|
2015
Q3 | $2.84M | Buy |
74,406
+14,600
| +24% | +$557K | 0.01% | 400 |
|
|
2015
Q2 | $2.46M | Buy |
59,806
+13,000
| +28% | +$535K | ﹤0.01% | 371 |
|
|
2015
Q1 | $1.87M | Buy |
46,806
+10,000
| +27% | +$398K | ﹤0.01% | 386 |
|
|
2014
Q4 | $1.39M | Buy |
36,806
+18,400
| +100% | +$696K | ﹤0.01% | 396 |
|
|
2014
Q3 | $613K | Buy |
18,406
+12,502
| +212% | +$416K | ﹤0.01% | 422 |
|
|
2014
Q2 | $212K | Sell |
5,904
-23,026
| -80% | -$827K | ﹤0.01% | 516 |
|
|
2014
Q1 | $964K | Sell |
28,930
-520
| -2% | -$17.3K | ﹤0.01% | 381 |
|
|
2013
Q4 | $858K | Buy |
29,450
+520
| +2% | +$15.2K | ﹤0.01% | 383 |
|
|
2013
Q3 | $813K | Hold |
28,930
| – | – | ﹤0.01% | 377 |
|
|
2013
Q2 | $808K | Buy |
+28,930
| New | +$808K | ﹤0.01% | 367 |
|