Moran Wealth 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 | $41.6M | Sell |
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|
2025
Q2 | $36.4M | Sell |
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|
2025
Q1 | $45M | Sell |
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|
2024
Q4 | $58M | Buy |
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|
2024
Q3 | $47.8M | Sell |
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|
2024
Q2 | $45.4M | Sell |
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|
2024
Q1 | $53.6M | Sell |
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|
2023
Q4 | $36.2M | Sell |
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|
2023
Q3 | $29.8M | Sell |
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|
2023
Q2 | $24.1M | Sell |
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|
2023
Q1 | $23.5M | Buy |
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|
2022
Q4 | $20.3M | Buy |
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