Smith Group Asset Management’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 | $288K | Buy |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $823K | Buy |
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|
2024
Q2 | $664K | Buy |
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|
2022
Q1 | $793K | Sell |
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|
2021
Q4 | $933K | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.36M | Sell |
|
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|
2020
Q4 | $7.47M | Sell |
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|
2020
Q3 | $10.2M | Sell |
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|
2020
Q2 | $9.25M | Buy |
|