Meritage Portfolio Management’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 | $14.7M | Sell |
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|
2025
Q2 | $15.5M | Sell |
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|
2025
Q1 | $16M | Sell |
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|
2024
Q4 | $19.2M | Sell |
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $15.1M | Sell |
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|
2024
Q1 | $17.2M | Sell |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $8.22M | Sell |
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|
2023
Q2 | $6.67M | Sell |
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|
2023
Q1 | $6.82M | Buy |
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|
2022
Q4 | $6.24M | Sell |
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|
2022
Q3 | $7.17M | Sell |
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|
2022
Q2 | $6.78M | Buy |
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