McBroom & Associates’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 | $816K | Hold |
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|
2025
Q2 | $660K | Hold |
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|
2025
Q1 | $660K | Hold |
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|
2024
Q4 | $773K | Sell |
|
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|
2024
Q3 | $648K | Hold |
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|
2024
Q2 | $590K | Hold |
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|
2024
Q1 | $664K | Buy |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $325K | Sell |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $353K | Buy |
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