Plato Investment 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
$806K Buy
2025
Q2
$656K Buy
2025
Q1
$644K Sell
2024
Q4
$767K Buy
2024
Q3
$530K Sell
2024
Q2
$1.27M Buy
2024
Q1
$1.32M Buy
2023
Q4
$19.8K Buy