Proficio Capital Partners’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $761K | Buy |
3,267
+1,033
| +46% | +$205K | 0.03% | 244 |
|
|
2026
Q1 | $407K | Buy |
2,234
+4
| +0.2% | +$799 | 0.02% | 183 |
|
|
2025
Q4 | $398K | Buy |
2,230
+9
| +0.4% | +$1.69K | 0.03% | 174 |
|
|
2025
Q3 | $434K | Sell |
2,221
-611
| -22% | -$117K | 0.03% | 139 |
|
|
2025
Q2 | $463K | Buy |
2,832
+102
| +4% | +$16K | 0.03% | 263 |
|
|
2025
Q1 | $432K | Buy |
2,730
+54
| +2% | +$10.4K | 0.03% | 238 |
|
|
2024
Q4 | $496K | Buy |
2,676
+203
| +8% | +$32.2K | 0.04% | 189 |
|
|
2024
Q3 | $383K | Sell |
2,473
-151
| -6% | -$21.7K | 0.04% | 184 |
|
|
2024
Q2 | $371K | Sell |
2,624
-16
| -0.6% | -$2.38K | 0.04% | 213 |
|
|
2024
Q1 | $419K | Buy |
2,640
+152
| +6% | +$17.6K | 0.05% | 190 |
|
|
2023
Q4 | $251K | Buy |
+2,488
| New | +$215K | 0.03% | 257 |
|
|
2022
Q2 | – | Sell |
-2,976
| Closed | -$216K | – | 303 |
|
|
2022
Q1 | $216K | Buy |
+2,976
| New | +$225K | 0.03% | 259 |
|
|
2021
Q4 | – | Sell |
-2,292
| Closed | -$203K | – | 326 |
|
|
2021
Q3 | $203K | Sell |
2,292
-344
| -13% | -$29.1K | 0.03% | 296 |
|
|
2021
Q2 | $210K | Buy |
2,636
+196
| +8% | +$16.7K | 0.03% | 287 |
|
|
2021
Q1 | $219K | Buy |
+2,440
| New | +$165K | 0.03% | 244 |
|
|
2019
Q3 | – | Sell |
-786
| Closed | -$26K | – | 1557 |
|
|
2019
Q2 | $26K | Buy |
786
+380
| +94% | +$10.9K | 0.01% | 591 |
|
|
2019
Q1 | $11K | Buy |
406
+66
| +19% | +$1.82K | ﹤0.01% | 857 |
|
|
2018
Q4 | $9K | Hold |
340
| – | – | ﹤0.01% | 767 |
|
|
2018
Q3 | $11K | Hold |
340
| – | – | ﹤0.01% | 789 |
|
|
2018
Q2 | $10K | Sell |
340
-46
| -12% | -$1.23K | ﹤0.01% | 837 |
|
|
2018
Q1 | $10K | Hold |
386
| – | – | ﹤0.01% | 833 |
|
|
2017
Q4 | $10K | Buy |
386
+272
| +239% | +$6.93K | ﹤0.01% | 821 |
|
|
2017
Q3 | $3K | Sell |
114
-430
| -79% | -$10K | ﹤0.01% | 1053 |
|
|
2017
Q2 | $13K | Sell |
544
-242
| -31% | -$6.18K | 0.01% | 741 |
|
|
2017
Q1 | $19K | Buy |
+786
| New | +$19.2K | 0.01% | 636 |
|
|
2016
Q4 | – | Sell |
-1,054
| Closed | -$27K | – | 1188 |
|
|
2016
Q3 | $27K | Buy |
1,054
+1,036
| +5,756% | +$27.1K | 0.02% | 381 |
|
|
2016
Q2 | $0 | Sell |
18
-20
| -53% | -$548 | ﹤0.01% | 1185 |
|
|
2016
Q1 | $1K | Buy |
+38
| New | +$1.03K | ﹤0.01% | 964 |
|
Other funds holding WSM
BC
Proficio Capital Partners's WSM Position: Q2 2026 in Review
Proficio Capital Partners increased its Williams-Sonoma (WSM) stake by 46% in Q2 2026, buying an estimated $205K and bringing the position to 3,267 shares worth $761K. The position accounts for 0.03% of the portfolio, ranked #244.
Proficio Capital Partners first reported a position in WSM in Q1 2016 and has held it in 28 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Proficio Capital Partners held 3,267 shares of Williams-Sonoma worth $761K as of Q2 2026.
- Proficio Capital Partners bought 1,033 Williams-Sonoma shares in Q2 2026, an estimated $205K.
- Williams-Sonoma made up 0.03% of Proficio Capital Partners's portfolio in Q2 2026, its #244 holding.
- Proficio Capital Partners first reported a position in Williams-Sonoma in Q1 2016 and has held it in 28 quarters since.
- 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.