MOACM
Mutual of America Capital Management’s Williams-Sonoma WSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.3M | Sell |
14,095
-199
| -1% | -$32.5K | 0.02% | 770 |
|
2025
Q1 | $2.26M | Sell |
14,294
-52,444
| -79% | -$8.29M | 0.03% | 786 |
|
2024
Q4 | $12.4M | Sell |
66,738
-2,774
| -4% | -$514K | 0.13% | 122 |
|
2024
Q3 | $10.8M | Buy |
69,512
+27,469
| +65% | +$4.26M | 0.11% | 155 |
|
2024
Q2 | $11.9M | Sell |
42,043
-1,458
| -3% | -$412K | 0.13% | 126 |
|
2024
Q1 | $13.8M | Sell |
43,501
-3,358
| -7% | -$1.07M | 0.15% | 111 |
|
2023
Q4 | $9.46M | Sell |
46,859
-2,756
| -6% | -$556K | 0.11% | 169 |
|
2023
Q3 | $7.71M | Sell |
49,615
-5,907
| -11% | -$918K | 0.1% | 209 |
|
2023
Q2 | $6.95M | Sell |
55,522
-5,441
| -9% | -$681K | 0.08% | 276 |
|
2023
Q1 | $7.42M | Sell |
60,963
-1,303
| -2% | -$159K | 0.09% | 246 |
|
2022
Q4 | $7.16M | Sell |
62,266
-628
| -1% | -$72.2K | 0.09% | 263 |
|
2022
Q3 | $7.41M | Sell |
62,894
-4,415
| -7% | -$520K | 0.1% | 221 |
|
2022
Q2 | $7.47M | Sell |
67,309
-29,597
| -31% | -$3.28M | 0.1% | 242 |
|
2022
Q1 | $14.1M | Sell |
96,906
-11,021
| -10% | -$1.6M | 0.15% | 114 |
|
2021
Q4 | $18.3M | Sell |
107,927
-24,522
| -19% | -$4.15M | 0.18% | 78 |
|
2021
Q3 | $23.5M | Sell |
132,449
-8,625
| -6% | -$1.53M | 0.23% | 58 |
|
2021
Q2 | $22.5M | Sell |
141,074
-37,778
| -21% | -$6.03M | 0.22% | 61 |
|
2021
Q1 | $32.1M | Sell |
178,852
-22,376
| -11% | -$4.01M | 0.34% | 34 |
|
2020
Q4 | $20.5M | Sell |
201,228
-5,119
| -2% | -$521K | 0.23% | 60 |
|
2020
Q3 | $18.7M | Buy |
206,347
+19,044
| +10% | +$1.72M | 0.25% | 55 |
|
2020
Q2 | $15.4M | Buy |
187,303
+14,436
| +8% | +$1.18M | 0.22% | 63 |
|
2020
Q1 | $7.35M | Buy |
172,867
+103,258
| +148% | +$4.39M | 0.12% | 169 |
|
2019
Q4 | $5.11M | Sell |
69,609
-74
| -0.1% | -$5.43K | 0.07% | 424 |
|
2019
Q3 | $4.74M | Sell |
69,683
-106
| -0.2% | -$7.21K | 0.07% | 427 |
|
2019
Q2 | $4.54M | Sell |
69,789
-599
| -0.9% | -$38.9K | 0.06% | 447 |
|
2019
Q1 | $3.96M | Sell |
70,388
-351
| -0.5% | -$19.8K | 0.06% | 525 |
|
2018
Q4 | $3.57M | Buy |
70,739
+1,931
| +3% | +$97.4K | 0.06% | 506 |
|
2018
Q3 | $4.52M | Buy |
68,808
+2,995
| +5% | +$197K | 0.06% | 461 |
|
2018
Q2 | $4.04M | Buy |
65,813
+1,333
| +2% | +$81.8K | 0.06% | 515 |
|
2018
Q1 | $3.4M | Buy |
64,480
+1,736
| +3% | +$91.6K | 0.05% | 586 |
|
2017
Q4 | $3.24M | Sell |
62,744
-2,109
| -3% | -$109K | 0.05% | 626 |
|
2017
Q3 | $3.23M | Buy |
64,853
+169
| +0.3% | +$8.43K | 0.05% | 596 |
|
2017
Q2 | $3.14M | Buy |
64,684
+145
| +0.2% | +$7.03K | 0.05% | 590 |
|
2017
Q1 | $3.46M | Buy |
64,539
+953
| +1% | +$51.1K | 0.06% | 533 |
|
2016
Q4 | $3.08M | Buy |
63,586
+1,830
| +3% | +$88.6K | 0.06% | 558 |
|
2016
Q3 | $3.15M | Sell |
61,756
-290
| -0.5% | -$14.8K | 0.06% | 513 |
|
2016
Q2 | $3.23M | Buy |
62,046
+4,915
| +9% | +$256K | 0.07% | 449 |
|
2016
Q1 | $3.13M | Buy |
57,131
+579
| +1% | +$31.7K | 0.07% | 427 |
|
2015
Q4 | $3.3M | Buy |
56,552
+313
| +0.6% | +$18.3K | 0.07% | 386 |
|
2015
Q3 | $4.29M | Buy |
56,239
+1,351
| +2% | +$103K | 0.1% | 249 |
|
2015
Q2 | $4.52M | Sell |
54,888
-49
| -0.1% | -$4.03K | 0.1% | 257 |
|
2015
Q1 | $4.38M | Buy |
54,937
+931
| +2% | +$74.2K | 0.1% | 279 |
|
2014
Q4 | $4.09M | Sell |
54,006
-1,124
| -2% | -$85.1K | 0.09% | 299 |
|
2014
Q3 | $3.67M | Buy |
55,130
+995
| +2% | +$66.2K | 0.09% | 317 |
|
2014
Q2 | $3.89M | Sell |
54,135
-365
| -0.7% | -$26.2K | 0.09% | 309 |
|
2014
Q1 | $3.63M | Buy |
54,500
+27
| +0% | +$1.8K | 0.09% | 346 |
|
2013
Q4 | $3.18M | Sell |
54,473
-1,206
| -2% | -$70.3K | 0.08% | 398 |
|
2013
Q3 | $3.13M | Buy |
55,679
+3,981
| +8% | +$224K | 0.09% | 358 |
|
2013
Q2 | $2.89M | Buy |
+51,698
| New | +$2.89M | 0.09% | 350 |
|