UBS Group’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 | $136M | Sell |
831,309
-9,642
| -1% | -$1.58M | 0.02% | 619 |
|
|
2025
Q1 | $133M | Buy |
840,951
+102,215
| +14% | +$16.2M | 0.02% | 601 |
|
|
2024
Q4 | $137M | Buy |
738,736
+521,861
| +241% | +$96.6M | 0.03% | 565 |
|
|
2024
Q3 | $33.6M | Sell |
216,875
-50,091
| -19% | -$7.76M | 0.01% | 1004 |
|
|
2024
Q2 | $37.7M | Buy |
266,966
+92,190
| +53% | +$13M | 0.01% | 900 |
|
|
2024
Q1 | $27.7M | Buy |
174,776
+97,634
| +127% | +$15.5M | 0.01% | 1023 |
|
|
2023
Q4 | $7.78M | Sell |
77,142
-233,128
| -75% | -$23.5M | ﹤0.01% | 1631 |
|
|
2023
Q3 | $24.1M | Sell |
310,270
-286,900
| -48% | -$22.3M | 0.01% | 940 |
|
|
2023
Q2 | $37.4M | Sell |
597,170
-19,090
| -3% | -$1.19M | 0.01% | 732 |
|
|
2023
Q1 | $37.5M | Buy |
616,260
+135,432
| +28% | +$8.24M | 0.01% | 701 |
|
|
2022
Q4 | $27.6M | Buy |
480,828
+400,804
| +501% | +$23M | 0.01% | 844 |
|
|
2022
Q3 | $4.72M | Sell |
80,024
-60,580
| -43% | -$3.57M | ﹤0.01% | 1756 |
|
|
2022
Q2 | $7.8M | Sell |
140,604
-288,462
| -67% | -$16M | ﹤0.01% | 1482 |
|
|
2022
Q1 | $31.1M | Buy |
429,066
+318,776
| +289% | +$23.1M | 0.01% | 826 |
|
|
2021
Q4 | $9.33M | Sell |
110,290
-28,550
| -21% | -$2.41M | ﹤0.01% | 1599 |
|
|
2021
Q3 | $12.3M | Sell |
138,840
-11,606
| -8% | -$1.03M | ﹤0.01% | 1397 |
|
|
2021
Q2 | $12M | Buy |
150,446
+44,614
| +42% | +$3.56M | ﹤0.01% | 1392 |
|
|
2021
Q1 | $9.48M | Sell |
105,832
-38,022
| -26% | -$3.41M | ﹤0.01% | 1481 |
|
|
2020
Q4 | $7.33M | Sell |
143,854
-147,954
| -51% | -$7.53M | ﹤0.01% | 1580 |
|
|
2020
Q3 | $13.2M | Sell |
291,808
-92,646
| -24% | -$4.19M | 0.01% | 1138 |
|
|
2020
Q2 | $15.8M | Sell |
384,454
-487,130
| -56% | -$20M | 0.01% | 957 |
|
|
2020
Q1 | $18.5M | Sell |
871,584
-491,044
| -36% | -$10.4M | 0.01% | 807 |
|
|
2019
Q4 | $50M | Buy |
1,362,628
+131,140
| +11% | +$4.82M | 0.02% | 598 |
|
|
2019
Q3 | $41.9M | Buy |
1,231,488
+178,016
| +17% | +$6.05M | 0.02% | 625 |
|
|
2019
Q2 | $34.2M | Sell |
1,053,472
-373,490
| -26% | -$12.1M | 0.01% | 708 |
|
|
2019
Q1 | $40.1M | Buy |
1,426,962
+569,468
| +66% | +$16M | 0.02% | 621 |
|
|
2018
Q4 | $21.6M | Buy |
857,494
+299,250
| +54% | +$7.55M | 0.01% | 798 |
|
|
2018
Q3 | $18.3M | Sell |
558,244
-346,528
| -38% | -$11.4M | 0.01% | 996 |
|
|
2018
Q2 | $27.8M | Sell |
904,772
-199,226
| -18% | -$6.11M | 0.01% | 760 |
|
|
2018
Q1 | $29.1M | Sell |
1,103,998
-78,910
| -7% | -$2.08M | 0.01% | 720 |
|
|
2017
Q4 | $30.6M | Buy |
1,182,908
+93,458
| +9% | +$2.42M | 0.01% | 699 |
|
|
2017
Q3 | $27.2M | Buy |
1,089,450
+420,280
| +63% | +$10.5M | 0.01% | 714 |
|
|
2017
Q2 | $16.2M | Buy |
669,170
+195,880
| +41% | +$4.75M | 0.01% | 921 |
|
|
2017
Q1 | $12.7M | Buy |
473,290
+11,060
| +2% | +$297K | 0.01% | 1025 |
|
|
2016
Q4 | $11.2M | Sell |
462,230
-2,380
| -0.5% | -$57.6K | 0.01% | 1048 |
|
|
2016
Q3 | $11.9M | Sell |
464,610
-706,178
| -60% | -$18M | 0.01% | 991 |
|
|
2016
Q2 | $30.5M | Buy |
1,170,788
+235,066
| +25% | +$6.13M | 0.02% | 544 |
|
|
2016
Q1 | $25.6M | Sell |
935,722
-1,280,620
| -58% | -$35.1M | 0.02% | 591 |
|
|
2015
Q4 | $64.7M | Buy |
2,216,342
+150,184
| +7% | +$4.39M | 0.04% | 349 |
|
|
2015
Q3 | $78.9M | Buy |
2,066,158
+22,902
| +1% | +$874K | 0.06% | 291 |
|
|
2015
Q2 | $84.1M | Buy |
2,043,256
+739,942
| +57% | +$30.4M | 0.06% | 296 |
|
|
2015
Q1 | $51.9M | Sell |
1,303,314
-329,514
| -20% | -$13.1M | 0.04% | 413 |
|
|
2014
Q4 | $61.8M | Buy |
+1,632,828
| New | +$61.8M | 0.04% | 370 |
|