Prime Capital Investment Advisors’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 | $425K | Sell |
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|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $269K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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