Telos Capital Management’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
Q3
$7.94M Hold
2025
Q2
$6.64M Buy
2025
Q1
$6.37M Sell
2024
Q4
$7.84M Sell
2024
Q3
$6.95M Sell
2024
Q2
$6.49M Sell
2024
Q1
$7.54M Sell
2023
Q4
$5.33M Sell
2023
Q3
$4.6M Sell
2023
Q2
$3.9M Buy
2023
Q1
$3.56M Buy
2022
Q4
$3.2M Buy
2022
Q3
$2.97M Sell
2022
Q2
$2.81M Buy
2022
Q1
$3.6M Buy
2021
Q4
$4.17M Buy
2021
Q3
$3.38M Buy
2021
Q2
$591K Buy
2020
Q2
Sell
2020
Q1
$221K Buy
2019
Q4
$213K Sell
2019
Q3
$245K Buy