Lakewood Asset Management’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 | $4.63M | Sell |
28,348
-406
| -1% | -$66.3K | 3.09% | 7 |
|
|
2025
Q1 | $4.55M | Buy |
28,754
+5,387
| +23% | +$852K | 3.07% | 7 |
|
|
2024
Q4 | $4.33M | Sell |
23,367
-151
| -0.6% | -$28K | 2.98% | 6 |
|
|
2024
Q3 | $3.64M | Sell |
23,518
-5,012
| -18% | -$776K | 2.49% | 7 |
|
|
2024
Q2 | $4.03M | Sell |
28,530
-670
| -2% | -$94.6K | 2.81% | 7 |
|
|
2024
Q1 | $4.64M | Sell |
29,200
-444
| -1% | -$70.5K | 3.15% | 4 |
|
|
2023
Q4 | $2.99M | Buy |
29,644
+224
| +0.8% | +$22.6K | 2.32% | 10 |
|
|
2023
Q3 | $2.29M | Sell |
29,420
-90
| -0.3% | -$6.99K | 1.86% | 12 |
|
|
2023
Q2 | $1.85M | Buy |
29,510
+330
| +1% | +$20.6K | 1.45% | 22 |
|
|
2023
Q1 | $1.78M | Sell |
29,180
-282
| -1% | -$17.2K | 1.48% | 19 |
|
|
2022
Q4 | $1.69M | Buy |
+29,462
| New | +$1.69M | 1.37% | 21 |
|