Level Four Advisory Services’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 | $6.1M | Sell |
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|
2025
Q2 | $5.71M | Buy |
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|
2025
Q1 | $5.3M | Sell |
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|
2024
Q4 | $6.55M | Buy |
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|
2024
Q3 | $4.49M | Buy |
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|
2024
Q2 | $2.98M | Sell |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $2.79M | Sell |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $1.83M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $287K | Sell |
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|
2017
Q1 | $295K | Sell |
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|
2016
Q4 | $959K | Buy |
|