Mariner’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 | $5.56M | Buy |
34,043
+20,727
| +156% | +$3.39M | 0.01% | 825 |
|
|
2025
Q1 | $2.11M | Buy |
13,316
+2,091
| +19% | +$331K | ﹤0.01% | 1214 |
|
|
2024
Q4 | $2.08M | Buy |
11,225
+49
| +0.4% | +$9.07K | ﹤0.01% | 1199 |
|
|
2024
Q3 | $1.73M | Buy |
11,176
+970
| +10% | +$150K | ﹤0.01% | 1270 |
|
|
2024
Q2 | $1.44M | Buy |
10,206
+666
| +7% | +$94K | ﹤0.01% | 1285 |
|
|
2024
Q1 | $1.51M | Buy |
9,540
+152
| +2% | +$24.1K | ﹤0.01% | 1252 |
|
|
2023
Q4 | $947K | Buy |
9,388
+1,448
| +18% | +$146K | ﹤0.01% | 1469 |
|
|
2023
Q3 | $617K | Sell |
7,940
-24
| -0.3% | -$1.87K | ﹤0.01% | 1632 |
|
|
2023
Q2 | $498K | Buy |
7,964
+736
| +10% | +$46.1K | ﹤0.01% | 1751 |
|
|
2023
Q1 | $440K | Buy |
7,228
+1,882
| +35% | +$115K | ﹤0.01% | 1777 |
|
|
2022
Q4 | $307K | Sell |
5,346
-2,794
| -34% | -$160K | ﹤0.01% | 2013 |
|
|
2022
Q3 | $480K | Buy |
+8,140
| New | +$480K | ﹤0.01% | 1448 |
|