MFAM
Motley Fool Asset Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
3,138
+198
| +7% | +$32.3K | 0.02% | 180 |
|
|
2025
Q1 | $465K | Buy |
2,940
+306
| +12% | +$48.4K | 0.03% | 179 |
|
|
2024
Q4 | $488K | Buy |
2,634
+297
| +13% | +$55K | 0.03% | 172 |
|
|
2024
Q3 | $353K | Buy |
2,337
+1,133
| +94% | +$171K | 0.02% | 177 |
|
|
2024
Q2 | $333K | Sell |
1,204
-21
| -2% | -$5.82K | 0.02% | 179 |
|
|
2024
Q1 | $389K | Buy |
1,225
+52
| +4% | +$16.5K | 0.03% | 184 |
|
|
2023
Q4 | $237K | Sell |
1,173
-147
| -11% | -$29.7K | 0.02% | 205 |
|
|
2023
Q3 | $205K | Buy |
+1,320
| New | +$205K | 0.02% | 212 |
|
|
2022
Q2 | – | Sell |
-1,605
| Closed | -$233K | – | 230 |
|
|
2022
Q1 | $233K | Buy |
1,605
+1,563
| +3,721% | +$227K | 0.02% | 212 |
|
|
2021
Q4 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 214 |
|
|
2016
Q2 | – | Sell |
-63,800
| Closed | -$3.49M | – | 79 |
|
|
2016
Q1 | $3.49M | Sell |
63,800
-51,200
| -45% | -$2.8M | 0.73% | 51 |
|
|
2015
Q4 | $10.4M | Sell |
115,000
-63,800
| -36% | -$5.79M | 2.1% | 13 |
|
|
2015
Q3 | $13.7M | Hold |
178,800
| – | – | 2.67% | 8 |
|
|
2015
Q2 | $14.7M | Hold |
178,800
| – | – | 2.61% | 8 |
|
|
2015
Q1 | $14.3M | Hold |
178,800
| – | – | 2.51% | 10 |
|
|
2014
Q4 | $13.5M | Hold |
178,800
| – | – | 2.54% | 11 |
|
|
2014
Q3 | $11.7M | Hold |
178,800
| – | – | 2.42% | 15 |
|
|
2014
Q2 | $12.8M | Hold |
178,800
| – | – | 2.77% | 7 |
|
|
2014
Q1 | $11.9M | Buy |
178,800
+20,000
| +13% | +$1.33M | 2.76% | 7 |
|
|
2013
Q4 | $9.26M | Buy |
158,800
+115,000
| +263% | +$6.7M | 2.33% | 14 |
|
|
2013
Q3 | $2.46M | Buy |
43,800
+20,000
| +84% | +$1.12M | 0.73% | 53 |
|
|
2013
Q2 | $1.33M | Buy |
+23,800
| New | +$1.33M | 0.48% | 63 |
|