Mercer Global Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
15,747
-808
| -5% | -$132K | 0.01% | 755 |
|
|
2025
Q1 | $2.62M | Buy |
16,555
+1,473
| +10% | +$233K | 0.01% | 748 |
|
|
2024
Q4 | $2.79M | Sell |
15,082
-7,671
| -34% | -$1.42M | 0.01% | 722 |
|
|
2024
Q3 | $3.44M | Buy |
22,753
+11,434
| +101% | +$1.73M | 0.01% | 601 |
|
|
2024
Q2 | $3.2M | Sell |
11,319
-364
| -3% | -$103K | 0.01% | 567 |
|
|
2024
Q1 | $3.71M | Buy |
11,683
+4,527
| +63% | +$1.44M | 0.01% | 545 |
|
|
2023
Q4 | $1.44M | Sell |
7,156
-2,037
| -22% | -$411K | ﹤0.01% | 838 |
|
|
2023
Q3 | $1.43M | Sell |
9,193
-1,905
| -17% | -$296K | 0.01% | 807 |
|
|
2023
Q2 | $1.39M | Sell |
11,098
-1,754
| -14% | -$220K | 0.01% | 836 |
|
|
2023
Q1 | $1.55M | Buy |
12,852
+993
| +8% | +$120K | 0.01% | 754 |
|
|
2022
Q4 | $1.36M | Sell |
11,859
-1,563
| -12% | -$180K | 0.01% | 798 |
|
|
2022
Q3 | $1.58M | Buy |
13,422
+5,807
| +76% | +$684K | 0.01% | 692 |
|
|
2022
Q2 | $845K | Sell |
7,615
-1,108
| -13% | -$123K | 0.01% | 916 |
|
|
2022
Q1 | $1.27M | Sell |
8,723
-5
| -0.1% | -$725 | 0.01% | 805 |
|
|
2021
Q4 | $1.48M | Sell |
8,728
-475
| -5% | -$80.3K | 0.01% | 726 |
|
|
2021
Q3 | $1.63M | Buy |
9,203
+626
| +7% | +$111K | 0.01% | 683 |
|
|
2021
Q2 | $1.37M | Sell |
8,577
-134
| -2% | -$21.4K | 0.01% | 711 |
|
|
2021
Q1 | $1.56M | Buy |
+8,711
| New | +$1.56M | 0.01% | 622 |
|
|
2020
Q1 | – | Sell |
-3,848
| Closed | -$283K | – | 1267 |
|
|
2019
Q4 | $283K | Sell |
3,848
-261
| -6% | -$19.2K | 0.01% | 938 |
|
|
2019
Q3 | $279K | Buy |
+4,109
| New | +$279K | 0.01% | 916 |
|