SVB Wealth’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,424
| Closed | -$264K | – | 1816 |
|
|
2024
Q4 | $264K | Buy |
+1,424
| New | +$264K | ﹤0.01% | 597 |
|
|
2022
Q4 | – | Sell |
-6,018
| Closed | -$354K | – | 1097 |
|
|
2022
Q3 | $354K | Buy |
6,018
+1,932
| +47% | +$114K | 0.01% | 630 |
|
|
2022
Q2 | $226K | Buy |
+4,086
| New | +$226K | ﹤0.01% | 649 |
|
|
2017
Q4 | – | Sell |
-13,974
| Closed | -$348K | – | 497 |
|
|
2017
Q3 | $348K | Sell |
13,974
-338,674
| -96% | -$8.43M | 0.01% | 386 |
|
|
2017
Q2 | $8.55M | Buy |
352,648
+8,434
| +2% | +$205K | 0.34% | 87 |
|
|
2017
Q1 | $9.23M | Buy |
344,214
+25,544
| +8% | +$685K | 0.37% | 85 |
|
|
2016
Q4 | $7.71M | Buy |
318,670
+302,720
| +1,898% | +$7.32M | 0.32% | 92 |
|
|
2016
Q3 | $407K | Buy |
+15,950
| New | +$407K | 0.02% | 371 |
|