Syverson Strege & Co’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 | $442K | Buy |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $139K | Buy |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $133K | Buy |
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|
2022
Q2 | $125K | Buy |
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|
2022
Q1 | $162K | Buy |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q3 | $197K | Buy |
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|
2021
Q2 | $176K | Buy |
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|
2021
Q1 | $197K | Buy |
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|
2020
Q4 | $112K | Buy |
|