Klingman & Associates’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 | $321K | Sell |
1,964
-123
| -6% | -$20.1K | 0.02% | 234 |
|
|
2025
Q1 | $330K | Sell |
2,087
-157
| -7% | -$24.8K | 0.02% | 211 |
|
|
2024
Q4 | $416K | Sell |
2,244
-91
| -4% | -$16.9K | 0.03% | 171 |
|
|
2024
Q3 | $362K | Sell |
2,335
-109
| -4% | -$16.9K | 0.02% | 195 |
|
|
2024
Q2 | $345K | Sell |
2,444
-62
| -2% | -$8.75K | 0.02% | 179 |
|
|
2024
Q1 | $398K | Sell |
2,506
-72
| -3% | -$11.4K | 0.03% | 169 |
|
|
2023
Q4 | $260K | Buy |
+2,578
| New | +$260K | 0.02% | 202 |
|