New York Life Investment Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
16,756
+1,703
| +11% | +$278K | 0.03% | 465 |
|
|
2025
Q1 | $2.38M | Buy |
+15,053
| New | +$2.38M | 0.02% | 500 |
|
|
2024
Q2 | – | Sell |
-14,300
| Closed | -$2.27M | – | 1332 |
|
|
2024
Q1 | $2.27M | Buy |
14,300
+106
| +0.7% | +$16.8K | 0.02% | 532 |
|
|
2023
Q4 | $1.43M | Buy |
14,194
+162
| +1% | +$16.3K | 0.01% | 595 |
|
|
2023
Q3 | $1.09M | Buy |
14,032
+6,792
| +94% | +$528K | 0.01% | 612 |
|
|
2023
Q2 | $453K | Buy |
+7,240
| New | +$453K | ﹤0.01% | 803 |
|