Kovitz Investment Group Partners’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 | $2.64M | Buy |
+16,165
| New | +$2.64M | 0.01% | 571 |
|
|
2024
Q4 | – | Sell |
-18,927
| Closed | -$2.87M | – | 1248 |
|
|
2024
Q3 | $2.87M | Buy |
18,927
+871
| +5% | +$132K | 0.02% | 430 |
|
|
2024
Q2 | $2.55M | Buy |
+18,056
| New | +$2.55M | 0.02% | 386 |
|
|
2020
Q2 | – | Sell |
-95,644
| Closed | -$2.03M | – | 394 |
|
|
2020
Q1 | $2.03M | Buy |
95,644
+24
| +0% | +$510 | 0.07% | 172 |
|
|
2019
Q4 | $3.51M | Sell |
95,620
-388
| -0.4% | -$14.2K | 0.1% | 139 |
|
|
2019
Q3 | $3.26M | Buy |
96,008
+2,802
| +3% | +$95.2K | 0.1% | 147 |
|
|
2019
Q2 | $3.03M | Sell |
93,206
-2,634
| -3% | -$85.6K | 0.1% | 156 |
|
|
2019
Q1 | $2.7M | Buy |
95,840
+2,136
| +2% | +$60.1K | 0.09% | 162 |
|
|
2018
Q4 | $2.36M | Buy |
+93,704
| New | +$2.36M | 0.09% | 133 |
|