Pinnacle Associates’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 | $257K | Buy |
|
|||||
|
2025
Q2 | $213K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $223K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $253K | Sell |
|
|||||
|
2022
Q4 | $258K | Sell |
|
|||||
|
2022
Q3 | $297K | Sell |
|
|||||
|
2022
Q2 | $289K | Hold |
|
|||||
|
2022
Q1 | $378K | Hold |
|
|||||
|
2021
Q4 | $441K | Buy |
|
|||||
|
2021
Q3 | $448K | Buy |
|
|||||
|
2021
Q2 | $395K | Buy |
|
|||||
|
2021
Q1 | $269K | Buy |
|