Valeo Financial Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $357K | Buy |
1,531
+102
| +7% | +$20.2K | 0.01% | 557 |
|
|
2026
Q1 | $260K | Buy |
1,429
+72
| +5% | +$14.4K | 0.01% | 608 |
|
|
2025
Q4 | $242K | Buy |
1,357
+61
| +5% | +$11.4K | 0.01% | 692 |
|
|
2025
Q3 | $253K | Buy |
+1,296
| New | +$248K | 0.01% | 670 |
|
|
2025
Q2 | – | Sell |
-1,447
| Closed | -$229K | – | 820 |
|
|
2025
Q1 | $229K | Buy |
1,447
+116
| +9% | +$22.4K | 0.01% | 608 |
|
|
2024
Q4 | $246K | Sell |
1,331
-66
| -5% | -$10.5K | 0.01% | 601 |
|
|
2024
Q3 | $216K | Buy |
+1,397
| New | +$200K | 0.01% | 633 |
|
|
2024
Q2 | – | Sell |
-1,438
| Closed | -$205K | – | 721 |
|
|
2024
Q1 | $205K | Sell |
1,438
-1,792
| -55% | -$208K | 0.01% | 604 |
|
|
2023
Q4 | $326K | Sell |
3,230
-200
| -6% | -$17.3K | 0.01% | 468 |
|
|
2023
Q3 | $267K | Sell |
3,430
-394
| -10% | -$27.1K | 0.01% | 493 |
|
|
2023
Q2 | $239K | Sell |
3,824
-450
| -11% | -$26.8K | 0.01% | 492 |
|
|
2023
Q1 | $260K | Buy |
+4,274
| New | +$267K | 0.01% | 484 |
|
|
2022
Q1 | – | Sell |
-2,380
| Closed | -$201K | – | 693 |
|
|
2021
Q4 | $201K | Buy |
+2,380
| New | +$222K | 0.01% | 518 |
|
|
2021
Q2 | – | Sell |
-2,134
| Closed | -$191K | – | 1843 |
|
|
2021
Q1 | $191K | Buy |
2,134
+6
| +0.3% | +$405 | 0.01% | 452 |
|
|
2020
Q4 | $108K | Buy |
2,128
+1,006
| +90% | +$51.5K | 0.01% | 547 |
|
|
2020
Q3 | $51K | Buy |
1,122
+990
| +750% | +$44K | ﹤0.01% | 668 |
|
|
2020
Q2 | $5K | Buy |
132
+12
| +10% | +$408 | ﹤0.01% | 1551 |
|
|
2020
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 1459 |
|
|
2019
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 1361 |
|
|
2019
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 1277 |
|
|
2019
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 1298 |
|
|
2019
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 1228 |
|
|
2018
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 1290 |
|
|
2018
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 1280 |
|
|
2017
Q4 | $3K | Buy |
+120
| New | +$3.06K | ﹤0.01% | 1137 |
|
Other funds holding WSM
BC
Valeo Financial Advisors's WSM Position: Q2 2026 in Review
Valeo Financial Advisors increased its Williams-Sonoma (WSM) stake by 7.1% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,531 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #557.
Valeo Financial Advisors first reported a position in WSM in Q4 2017 and has held it in 27 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Valeo Financial Advisors held 1,531 shares of Williams-Sonoma worth $357K as of Q2 2026.
- Valeo Financial Advisors bought 102 Williams-Sonoma shares in Q2 2026, an estimated $20.2K.
- Williams-Sonoma made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #557 holding.
- Valeo Financial Advisors first reported a position in Williams-Sonoma in Q4 2017 and has held it in 27 quarters since.
- 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.