Sumitomo Mitsui Trust Group’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48M | Buy |
293,795
+12,710
| +5% | +$2.08M | 0.03% | 462 |
|
|
2025
Q1 | $44.4M | Buy |
281,085
+28,796
| +11% | +$4.55M | 0.03% | 476 |
|
|
2024
Q4 | $46.7M | Buy |
252,289
+7,443
| +3% | +$1.38M | 0.03% | 469 |
|
|
2024
Q3 | $37.9M | Buy |
244,846
+128,523
| +110% | +$19.9M | 0.03% | 528 |
|
|
2024
Q2 | $32.8M | Sell |
116,323
-9,837
| -8% | -$2.78M | 0.02% | 535 |
|
|
2024
Q1 | $40.1M | Buy |
+126,160
| New | +$40.1M | 0.03% | 558 |
|
|
2023
Q1 | – | Sell |
-14,289
| Closed | -$1.64M | – | 1196 |
|
|
2022
Q4 | $1.64M | Sell |
14,289
-3,771
| -21% | -$433K | ﹤0.01% | 957 |
|
|
2022
Q3 | $2.13M | Buy |
18,060
+219
| +1% | +$25.8K | ﹤0.01% | 931 |
|
|
2022
Q2 | $1.98M | Buy |
17,841
+486
| +3% | +$53.9K | ﹤0.01% | 954 |
|
|
2022
Q1 | $2.52M | Hold |
17,355
| – | – | ﹤0.01% | 927 |
|
|
2021
Q4 | $2.94M | Buy |
+17,355
| New | +$2.94M | ﹤0.01% | 885 |
|
|
2020
Q3 | – | Sell |
-24,859
| Closed | -$2.04M | – | 1135 |
|
|
2020
Q2 | $2.04M | Buy |
24,859
+16,409
| +194% | +$1.35M | ﹤0.01% | 884 |
|
|
2020
Q1 | $359K | Buy |
8,450
+3,863
| +84% | +$164K | ﹤0.01% | 1029 |
|
|
2019
Q4 | $337K | Buy |
+4,587
| New | +$337K | ﹤0.01% | 1044 |
|