Meeder Asset Management’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 | $541K | Buy |
3,314
+589
| +22% | +$96.2K | 0.03% | 172 |
|
|
2025
Q1 | $431K | Buy |
2,725
+2,649
| +3,486% | +$419K | 0.03% | 186 |
|
|
2024
Q4 | $14.1K | Sell |
76
-35
| -32% | -$6.48K | ﹤0.01% | 623 |
|
|
2024
Q3 | $17.2K | Sell |
111
-17
| -13% | -$2.63K | ﹤0.01% | 526 |
|
|
2024
Q2 | $18.1K | Buy |
128
+32
| +33% | +$4.52K | ﹤0.01% | 537 |
|
|
2024
Q1 | $15.2K | Buy |
+96
| New | +$15.2K | ﹤0.01% | 487 |
|
|
2022
Q4 | – | Sell |
-1,610
| Closed | -$95K | – | 2039 |
|
|
2022
Q3 | $95K | Buy |
1,610
+706
| +78% | +$41.7K | 0.01% | 704 |
|
|
2022
Q2 | $50K | Sell |
904
-1,558
| -63% | -$86.2K | ﹤0.01% | 873 |
|
|
2022
Q1 | $179K | Sell |
2,462
-4,648
| -65% | -$338K | 0.01% | 677 |
|
|
2021
Q4 | $601K | Buy |
7,110
+7,026
| +8,364% | +$594K | 0.06% | 194 |
|
|
2021
Q3 | $7K | Sell |
84
-5,692
| -99% | -$474K | ﹤0.01% | 1822 |
|
|
2021
Q2 | $461K | Buy |
5,776
+4,852
| +525% | +$387K | 0.02% | 528 |
|
|
2021
Q1 | $83K | Buy |
924
+868
| +1,550% | +$78K | ﹤0.01% | 962 |
|
|
2020
Q4 | $3K | Sell |
56
-4,738
| -99% | -$254K | ﹤0.01% | 1407 |
|
|
2020
Q3 | $215K | Sell |
4,794
-13,440
| -74% | -$603K | 0.01% | 592 |
|
|
2020
Q2 | $748K | Buy |
18,234
+17,624
| +2,889% | +$723K | 0.05% | 290 |
|
|
2020
Q1 | $13K | Buy |
610
+6
| +1% | +$128 | ﹤0.01% | 1421 |
|
|
2019
Q4 | $23K | Sell |
604
-3,048
| -83% | -$116K | ﹤0.01% | 1309 |
|
|
2019
Q3 | $123K | Buy |
3,652
+2,312
| +173% | +$77.9K | 0.01% | 742 |
|
|
2019
Q2 | $43K | Buy |
+1,340
| New | +$43K | ﹤0.01% | 992 |
|
|
2017
Q3 | – | Sell |
-188
| Closed | -$5K | – | 1779 |
|
|
2017
Q2 | $5K | Buy |
188
+162
| +623% | +$4.31K | ﹤0.01% | 1214 |
|
|
2017
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1568 |
|
|
2015
Q4 | – | Sell |
-44,822
| Closed | -$1.71M | – | 867 |
|
|
2015
Q3 | $1.71M | Buy |
+44,822
| New | +$1.71M | 0.17% | 147 |
|