Northwest Capital 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
$418 Hold
2025
Q2
$348 Hold
2025
Q1
$335 Hold
2024
Q4
$392 Hold
2024
Q3
$326 Hold
2024
Q2
$310 Hold
2024
Q1
$347 Hold
2023
Q4
$220 Hold
2023
Q3
$169 Hold
2023
Q2
$135 Buy