SFE Investment Counsel’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 | $6.2M | Sell |
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|
2025
Q2 | $5.2M | Buy |
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|
2025
Q1 | $4.27M | Sell |
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|
2024
Q4 | $7.35M | Sell |
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|
2024
Q3 | $6.23M | Buy |
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|
2024
Q2 | $5.66M | Sell |
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|
2024
Q1 | $7.44M | Sell |
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|
2023
Q4 | $6.24M | Sell |
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|
2023
Q3 | $5.45M | Buy |
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|
2023
Q2 | $4.12M | Buy |
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|
2023
Q1 | $3.59M | Buy |
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|
2022
Q4 | $3.36M | Sell |
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|
2022
Q3 | $3.74M | Buy |
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|
2022
Q2 | $3.48M | Buy |
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|
2022
Q1 | $4.17M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $669K | Buy |
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|
2021
Q2 | $441K | Buy |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $423K | Hold |
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|
2019
Q3 | $392K | Hold |
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|
2019
Q2 | $375K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $359K | Buy |
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|
2018
Q3 | $340K | Buy |
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|
2018
Q2 | $301K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $347K | Sell |
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|
2017
Q2 | $4.21M | Sell |
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|
2017
Q1 | $4.92M | Buy |
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|
2016
Q4 | $3.49M | Buy |
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|
2016
Q3 | $1.5M | Hold |
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|
2016
Q2 | $1.5M | Buy |
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|
2016
Q1 | $443K | Buy |
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