TOBAM’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
Q1
Sell
2024
Q4
$55K Buy
2024
Q2
Sell
2024
Q1
$138K Buy
2022
Q4
Sell
2022
Q3
$54K Buy
2022
Q2
Sell
2022
Q1
$58K Buy
2021
Q4
$36K Hold
2021
Q3
$38K Hold
2021
Q2
$34K Hold
2021
Q1
$38K Hold
2020
Q4
$22K Buy