Leonard Green & 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
$527M Hold
3,224,030
15.64% 3
2025
Q1
$510M Hold
3,224,030
12.55% 3
2024
Q4
$597M Hold
3,224,030
14.5% 3
2024
Q3
$499M Hold
3,224,030
10.93% 4
2024
Q2
$455M Hold
3,224,030
9.67% 5
2024
Q1
$512M Sell
3,224,030
-3,200,000
-50% -$508M 9.32% 5
2023
Q4
$648M Hold
6,424,030
10.62% 5
2023
Q3
$499M Buy
+6,424,030
New +$499M 10.25% 5