Regatta Capital Group’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 | $4.18M | Buy |
|
|||||
|
2025
Q2 | $3.43M | Buy |
|
|||||
|
2025
Q1 | $3.24M | Buy |
|
|||||
|
2024
Q4 | $3.75M | Sell |
|
|||||
|
2024
Q3 | $4.03M | Buy |
|
|||||
|
2024
Q2 | $3.54M | Buy |
|
|||||
|
2024
Q1 | $3.87M | Buy |
|
|||||
|
2023
Q4 | $2.43M | Buy |
|
|||||
|
2023
Q3 | $1.87M | Buy |
|
|||||
|
2023
Q2 | $1.5M | Sell |
|
|||||
|
2023
Q1 | $1.41M | Hold |
|
|||||
|
2022
Q4 | $1.41M | Sell |
|
|||||
|
2022
Q3 | $1.43M | Buy |
|
|||||
|
2022
Q2 | $1.38M | Sell |
|
|||||
|
2022
Q1 | $1.88M | Buy |
|
|||||
|
2021
Q4 | $2.13M | Buy |
|