Kimelman & Baird’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 | $350K | Hold |
2,144
| – | – | 0.03% | 106 |
|
|
2025
Q1 | $339K | Hold |
2,144
| – | – | 0.03% | 104 |
|
|
2024
Q4 | $397K | Hold |
2,144
| – | – | 0.03% | 104 |
|
|
2024
Q3 | $332K | Hold |
2,144
| – | – | 0.03% | 111 |
|
|
2024
Q2 | $303K | Buy |
+2,144
| New | +$303K | 0.03% | 113 |
|
|
2021
Q2 | $251K | Buy |
+3,146
| New | +$251K | 0.02% | 108 |
|