Plato Investment Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
4,033
+3
| +0.1% | +$488 | 0.05% | 314 |
|
|
2025
Q1 | $644K | Sell |
4,030
-97
| -2% | -$15.5K | 0.05% | 300 |
|
|
2024
Q4 | $767K | Buy |
4,127
+704
| +21% | +$131K | 0.06% | 293 |
|
|
2024
Q3 | $530K | Sell |
3,423
-5,591
| -62% | -$865K | 0.04% | 312 |
|
|
2024
Q2 | $1.27M | Buy |
9,014
+710
| +9% | +$100K | 0.12% | 179 |
|
|
2024
Q1 | $1.32M | Buy |
8,304
+8,108
| +4,137% | +$1.29M | 0.14% | 172 |
|
|
2023
Q4 | $19.8K | Buy |
+196
| New | +$19.8K | 0.02% | 317 |
|