Strategic Investment 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 | $1.72M | Sell |
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|
2025
Q2 | $1.48M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $847K | Sell |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $601K | Buy |
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|
2022
Q4 | $544K | Buy |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $775K | Buy |
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|
2021
Q3 | $799K | Buy |
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|
2021
Q2 | $673K | Buy |
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|
2021
Q1 | $672K | Buy |
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