Basepoint Wealth LLC’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
Q2 | $565K | Sell |
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|
2025
Q1 | $882K | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $854K | Buy |
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|
2023
Q1 | $756K | Buy |
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|
2022
Q4 | $712K | Sell |
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|
2022
Q3 | $748K | Buy |
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|
2022
Q2 | $545K | Buy |
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