Scopus Asset Management’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 | $32.6M | Buy |
+199,395
| New | +$32.6M | 0.55% | 44 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 206 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 188 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 181 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 248 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 277 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 320 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 306 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 324 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 285 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 232 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 246 |
|
2018
Q2 | – | Hold |
0
| – | – | – | 268 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 263 |
|
2017
Q4 | – | Sell |
-100,000
| Closed | -$2.49M | – | 271 |
|
2017
Q3 | $2.49M | Buy |
+100,000
| New | +$2.49M | 0.03% | 164 |
|
2017
Q2 | – | Hold |
0
| – | – | – | 241 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 232 |
|
2016
Q4 | – | Hold |
0
| – | – | – | 219 |
|
2016
Q3 | – | Hold |
0
| – | – | – | 208 |
|
2016
Q2 | – | Hold |
0
| – | – | – | 211 |
|
2016
Q1 | – | Hold |
0
| – | – | – | 203 |
|
2015
Q4 | – | Hold |
0
| – | – | – | 171 |
|
2015
Q3 | – | Hold |
0
| – | – | – | 203 |
|
2013
Q4 | – | Hold |
0
| – | – | – | 213 |
|
2013
Q3 | – | Hold |
0
| – | – | – | 213 |
|