Patten & Patten’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 | $985K | Hold |
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|
2025
Q2 | $823K | Hold |
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|
2025
Q1 | $797K | Hold |
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|
2024
Q4 | $933K | Hold |
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|
2024
Q3 | $781K | Buy |
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|
2024
Q2 | $708K | Hold |
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|
2024
Q1 | $796K | Hold |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $460K | Hold |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $360K | Hold |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $429K | Hold |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $524K | Hold |
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|
2021
Q2 | $472K | Hold |
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|
2021
Q1 | $530K | Hold |
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|
2020
Q4 | $301K | Hold |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $243K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Hold |
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|
2019
Q3 | $201K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $243K | Hold |
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|
2015
Q1 | $236K | Buy |
|