Syverson Strege & Co’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
2,705
+221
| +9% | +$36.1K | 0.1% | 78 |
|
|
2025
Q1 | $393K | Buy |
2,484
+36
| +1% | +$5.69K | 0.13% | 53 |
|
|
2024
Q4 | $453K | Buy |
2,448
+87
| +4% | +$16.1K | 0.15% | 46 |
|
|
2024
Q3 | $366K | Sell |
2,361
-103
| -4% | -$16K | 0.12% | 49 |
|
|
2024
Q2 | $348K | Buy |
2,464
+10
| +0.4% | +$1.41K | 0.12% | 55 |
|
|
2024
Q1 | $390K | Buy |
2,454
+14
| +0.6% | +$2.22K | 0.14% | 45 |
|
|
2023
Q4 | $246K | Buy |
+2,440
| New | +$246K | 0.1% | 60 |
|
|
2023
Q2 | – | Sell |
-2,288
| Closed | -$139K | – | 635 |
|
|
2023
Q1 | $139K | Buy |
2,288
+14
| +0.6% | +$852 | 0.06% | 74 |
|
|
2022
Q4 | $131K | Buy |
2,274
+14
| +0.6% | +$804 | 0.06% | 77 |
|
|
2022
Q3 | $133K | Buy |
2,260
+12
| +0.5% | +$706 | 0.07% | 77 |
|
|
2022
Q2 | $125K | Buy |
2,248
+12
| +0.5% | +$667 | 0.05% | 87 |
|
|
2022
Q1 | $162K | Buy |
2,236
+12
| +0.5% | +$869 | 0.18% | 69 |
|
|
2021
Q4 | $188K | Buy |
2,224
+8
| +0.4% | +$676 | 0.14% | 68 |
|
|
2021
Q3 | $197K | Buy |
2,216
+6
| +0.3% | +$533 | 0.16% | 59 |
|
|
2021
Q2 | $176K | Buy |
2,210
+8
| +0.4% | +$637 | 0.16% | 61 |
|
|
2021
Q1 | $197K | Buy |
2,202
+10
| +0.5% | +$895 | 0.2% | 55 |
|
|
2020
Q4 | $112K | Buy |
+2,192
| New | +$112K | 0.11% | 82 |
|