Sequoia Financial Advisors’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 | $11M | Buy |
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|
2025
Q2 | $8.5M | Buy |
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|
2025
Q1 | $7.02M | Buy |
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|
2024
Q4 | $6.51M | Buy |
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|
2024
Q3 | $4.72M | Buy |
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|
2024
Q2 | $3.54M | Buy |
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|
2024
Q1 | $3.61M | Sell |
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|
2023
Q4 | $2.31M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4.73M | Buy |
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|
2017
Q4 | $4.54M | Sell |
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|
2017
Q3 | $4.39M | Buy |
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|
2017
Q2 | $2.26M | Buy |
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