Orion Portfolio Solutions’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
Q1 | $3.99M | Sell |
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|
2024
Q4 | $5.59M | Sell |
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|
2024
Q3 | $4.75M | Buy |
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|
2024
Q2 | $4.07M | Sell |
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|
2024
Q1 | $4.7M | Sell |
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|
2023
Q4 | $3.38M | Buy |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $2.01M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Sell |
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|
2020
Q1 | $1K | Buy |
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|
2019
Q4 | $2K | Buy |
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