Simon Quick 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
Q2 | – | Sell |
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|
2025
Q1 | $332K | Buy |
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|
2024
Q4 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q4 | $48K | Sell |
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|
2021
Q3 | $73K | Buy |
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|
2021
Q2 | $44K | Buy |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | $28K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $17K | Sell |
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|
2018
Q2 | $30K | Sell |
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|
2018
Q1 | $53K | Buy |
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|
2017
Q4 | $26K | Buy |
|