Taurus Asset Management’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 | $791K | Hold |
5,000
| – | – | 0.08% | 61 |
|
2024
Q4 | $926K | Hold |
5,000
| – | – | 0.09% | 57 |
|
2024
Q3 | $775K | Hold |
5,000
| – | – | 0.08% | 61 |
|
2024
Q2 | $706K | Hold |
5,000
| – | – | 0.07% | 61 |
|
2024
Q1 | $794K | Hold |
5,000
| – | – | 0.08% | 59 |
|
2023
Q4 | $504K | Hold |
5,000
| – | – | 0.05% | 65 |
|
2023
Q3 | $389K | Hold |
5,000
| – | – | 0.05% | 68 |
|
2023
Q2 | $313K | Hold |
5,000
| – | – | 0.04% | 76 |
|
2023
Q1 | $304K | Hold |
5,000
| – | – | 0.04% | 77 |
|
2022
Q4 | $287K | Hold |
5,000
| – | – | 0.04% | 77 |
|
2022
Q3 | $295K | Hold |
5,000
| – | – | 0.04% | 71 |
|
2022
Q2 | $277K | Hold |
5,000
| – | – | 0.03% | 78 |
|
2022
Q1 | $363K | Hold |
5,000
| – | – | 0.04% | 74 |
|
2021
Q4 | $423K | Hold |
5,000
| – | – | 0.04% | 75 |
|
2021
Q3 | $443K | Hold |
5,000
| – | – | 0.05% | 74 |
|
2021
Q2 | $399K | Buy |
+5,000
| New | +$399K | 0.04% | 77 |
|