United Services Automobile Association’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 | – | Sell |
-2,732
| Closed | -$434K | – | 1031 |
|
|
2025
Q1 | $434K | Buy |
+2,732
| New | +$434K | 0.01% | 617 |
|
|
2019
Q3 | – | Sell |
-40,898
| Closed | -$1.33M | – | 1750 |
|
|
2019
Q2 | $1.33M | Hold |
40,898
| – | – | ﹤0.01% | 1216 |
|
|
2019
Q1 | $1.15M | Hold |
40,898
| – | – | ﹤0.01% | 1251 |
|
|
2018
Q4 | $1.03M | Hold |
40,898
| – | – | ﹤0.01% | 1247 |
|
|
2018
Q3 | $1.34M | Sell |
40,898
-2,700
| -6% | -$88.7K | ﹤0.01% | 1240 |
|
|
2018
Q2 | $1.34M | Buy |
43,598
+1,424
| +3% | +$43.7K | ﹤0.01% | 1258 |
|
|
2018
Q1 | $1.11M | Buy |
+42,174
| New | +$1.11M | ﹤0.01% | 1321 |
|