Kovitz Investment Group Partners’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
Q3 | $3.23M | Buy |
|
|||||
|
2025
Q2 | $2.64M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $2.87M | Buy |
|
|||||
|
2024
Q2 | $2.55M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $2.03M | Buy |
|
|||||
|
2019
Q4 | $3.51M | Sell |
|
|||||
|
2019
Q3 | $3.26M | Buy |
|
|||||
|
2019
Q2 | $3.03M | Sell |
|
|||||
|
2019
Q1 | $2.7M | Buy |
|
|||||
|
2018
Q4 | $2.36M | Buy |
|