Principal Financial Group’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 | $125M | Buy |
765,925
+140,042
| +22% | +$22.9M | 0.07% | 242 |
|
|
2025
Q1 | $99M | Sell |
625,883
-393,251
| -39% | -$62.2M | 0.06% | 276 |
|
|
2024
Q4 | $189M | Sell |
1,019,134
-1,355
| -0.1% | -$251K | 0.1% | 180 |
|
|
2024
Q3 | $158M | Sell |
1,020,489
-85,675
| -8% | -$13.3M | 0.09% | 205 |
|
|
2024
Q2 | $156M | Sell |
1,106,164
-62,068
| -5% | -$8.76M | 0.09% | 189 |
|
|
2024
Q1 | $185M | Sell |
1,168,232
-58,848
| -5% | -$9.34M | 0.11% | 167 |
|
|
2023
Q4 | $124M | Sell |
1,227,080
-108,476
| -8% | -$10.9M | 0.08% | 210 |
|
|
2023
Q3 | $104M | Sell |
1,335,556
-29,906
| -2% | -$2.32M | 0.07% | 220 |
|
|
2023
Q2 | $85.4M | Sell |
1,365,462
-34,544
| -2% | -$2.16M | 0.06% | 289 |
|
|
2023
Q1 | $85.2M | Buy |
1,400,006
+378,388
| +37% | +$23M | 0.06% | 268 |
|
|
2022
Q4 | $58.7M | Buy |
1,021,618
+99,886
| +11% | +$5.74M | 0.04% | 357 |
|
|
2022
Q3 | $54.3M | Buy |
921,732
+78,568
| +9% | +$4.63M | 0.04% | 354 |
|
|
2022
Q2 | $46.8M | Buy |
843,164
+296,264
| +54% | +$16.4M | 0.03% | 430 |
|
|
2022
Q1 | $39.7M | Sell |
546,900
-15,160
| -3% | -$1.1M | 0.03% | 538 |
|
|
2021
Q4 | $47.5M | Sell |
562,060
-10,656
| -2% | -$901K | 0.03% | 479 |
|
|
2021
Q3 | $50.8M | Sell |
572,716
-5,524
| -1% | -$490K | 0.03% | 429 |
|
|
2021
Q2 | $46.2M | Buy |
578,240
+13,962
| +2% | +$1.11M | 0.03% | 479 |
|
|
2021
Q1 | $50.6M | Buy |
564,278
+95,728
| +20% | +$8.58M | 0.04% | 412 |
|
|
2020
Q4 | $23.9M | Sell |
468,550
-4,148
| -0.9% | -$211K | 0.02% | 665 |
|
|
2020
Q3 | $21.4M | Sell |
472,698
-18,238
| -4% | -$825K | 0.02% | 635 |
|
|
2020
Q2 | $20.1M | Buy |
490,936
+2,374
| +0.5% | +$97.3K | 0.02% | 646 |
|
|
2020
Q1 | $10.4M | Sell |
488,562
-194,910
| -29% | -$4.14M | 0.01% | 883 |
|
|
2019
Q4 | $25.1M | Sell |
683,472
-5,588
| -0.8% | -$205K | 0.02% | 647 |
|
|
2019
Q3 | $23.4M | Sell |
689,060
-71,238
| -9% | -$2.42M | 0.02% | 660 |
|
|
2019
Q2 | $24.7M | Buy |
760,298
+40,848
| +6% | +$1.33M | 0.02% | 640 |
|
|
2019
Q1 | $20.2M | Buy |
719,450
+5,044
| +0.7% | +$142K | 0.02% | 768 |
|
|
2018
Q4 | $18M | Sell |
714,406
-39,450
| -5% | -$995K | 0.02% | 771 |
|
|
2018
Q3 | $24.8M | Buy |
753,856
+63,538
| +9% | +$2.09M | 0.02% | 717 |
|
|
2018
Q2 | $21.2M | Buy |
690,318
+846
| +0.1% | +$26K | 0.02% | 786 |
|
|
2018
Q1 | $18.2M | Buy |
689,472
+18,148
| +3% | +$479K | 0.02% | 849 |
|
|
2017
Q4 | $17.4M | Sell |
671,324
-16,370
| -2% | -$423K | 0.02% | 919 |
|
|
2017
Q3 | $17.1M | Buy |
687,694
+2,578
| +0.4% | +$64.3K | 0.02% | 886 |
|
|
2017
Q2 | $16.6M | Buy |
685,116
+15,636
| +2% | +$379K | 0.02% | 895 |
|
|
2017
Q1 | $17.9M | Buy |
669,480
+13,032
| +2% | +$349K | 0.02% | 789 |
|
|
2016
Q4 | $15.9M | Sell |
656,448
-1,352
| -0.2% | -$32.7K | 0.02% | 851 |
|
|
2016
Q3 | $16.8M | Buy |
657,800
+24,818
| +4% | +$634K | 0.02% | 771 |
|
|
2016
Q2 | $16.5M | Buy |
632,982
+73,544
| +13% | +$1.92M | 0.02% | 736 |
|
|
2016
Q1 | $15.3M | Buy |
559,438
+21,402
| +4% | +$586K | 0.02% | 736 |
|
|
2015
Q4 | $15.7M | Buy |
538,036
+2,294
| +0.4% | +$67K | 0.02% | 679 |
|
|
2015
Q3 | $20.5M | Buy |
535,742
+7,776
| +1% | +$297K | 0.03% | 539 |
|
|
2015
Q2 | $21.7M | Buy |
527,966
+19,460
| +4% | +$800K | 0.03% | 548 |
|
|
2015
Q1 | $20.3M | Buy |
508,506
+15,262
| +3% | +$608K | 0.03% | 538 |
|
|
2014
Q4 | $18.7M | Sell |
493,244
-19,672
| -4% | -$744K | 0.03% | 571 |
|
|
2014
Q3 | $17.1M | Buy |
512,916
+16,622
| +3% | +$553K | 0.03% | 584 |
|
|
2014
Q2 | $17.8M | Buy |
496,294
+15,434
| +3% | +$554K | 0.03% | 587 |
|
|
2014
Q1 | $16M | Buy |
480,860
+12,682
| +3% | +$423K | 0.03% | 630 |
|
|
2013
Q4 | $13.6M | Buy |
468,178
+5,286
| +1% | +$154K | 0.03% | 691 |
|
|
2013
Q3 | $13M | Buy |
462,892
+19,586
| +4% | +$550K | 0.03% | 660 |
|
|
2013
Q2 | $12.4M | Buy |
+443,306
| New | +$12.4M | 0.03% | 642 |
|