MainStreet Investment Advisors’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 | $219K | Sell |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $795K | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $267K | Buy |
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