MAI Capital Management’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 | $1.93M | Buy |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $726K | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $1.94M | Sell |
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|
2021
Q1 | $2.24M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.31M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $600K | Buy |
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|
2015
Q3 | $773K | Sell |
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|
2015
Q2 | $837K | Sell |
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|
2015
Q1 | $829K | Sell |
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|
2014
Q4 | $795K | Sell |
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|
2014
Q3 | $849K | Buy |
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|
2014
Q2 | $747K | Buy |
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|
2014
Q1 | $580K | Sell |
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|
2013
Q4 | $532K | Buy |
|