Pflug Koory’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 | $296K | Sell |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $164K | Sell |
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|
2023
Q3 | $135K | Sell |
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|
2023
Q2 | $149K | Hold |
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|
2023
Q1 | $144K | Buy |
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|
2022
Q4 | $134K | Buy |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $127K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $19K | Sell |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $20K | Sell |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $23K | Hold |
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|
2018
Q3 | $30K | Sell |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $34K | Sell |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $35K | Sell |
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|
2017
Q2 | $38K | Hold |
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|
2017
Q1 | $42K | Buy |
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|
2016
Q4 | $34 | Buy |
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