Luther King Capital Management (LKCM)’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 | $352K | Sell |
2,152
-49
| -2% | -$8.01K | ﹤0.01% | 501 |
|
2025
Q1 | $348K | Sell |
2,201
-70
| -3% | -$11.1K | ﹤0.01% | 508 |
|
2024
Q4 | $421K | Buy |
2,271
+143
| +7% | +$26.5K | ﹤0.01% | 479 |
|
2024
Q3 | $330K | Buy |
2,128
+148
| +7% | +$22.9K | ﹤0.01% | 517 |
|
2024
Q2 | $280K | Buy |
1,980
+78
| +4% | +$11K | ﹤0.01% | 533 |
|
2024
Q1 | $302K | Buy |
+1,902
| New | +$302K | ﹤0.01% | 519 |
|
2022
Q1 | – | Sell |
-5,860
| Closed | -$496K | – | 649 |
|
2021
Q4 | $496K | Buy |
5,860
+878
| +18% | +$74.3K | ﹤0.01% | 497 |
|
2021
Q3 | $442K | Buy |
4,982
+384
| +8% | +$34.1K | ﹤0.01% | 503 |
|
2021
Q2 | $367K | Hold |
4,598
| – | – | ﹤0.01% | 532 |
|
2021
Q1 | $412K | Hold |
4,598
| – | – | ﹤0.01% | 479 |
|
2020
Q4 | $234K | Buy |
+4,598
| New | +$234K | ﹤0.01% | 521 |
|
2013
Q4 | – | Sell |
-221,120
| Closed | -$6.21M | – | 636 |
|
2013
Q3 | $6.21M | Sell |
221,120
-1,680
| -0.8% | -$47.2K | 0.05% | 274 |
|
2013
Q2 | $6.23M | Buy |
+222,800
| New | +$6.23M | 0.06% | 261 |
|