Vaughan David Investments’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
Q2 | $588K | Hold |
|
|||||
|
2025
Q1 | $569K | Hold |
|
|||||
|
2024
Q4 | $667K | Hold |
|
|||||
|
2024
Q3 | $558K | Hold |
|
|||||
|
2024
Q2 | $508K | Hold |
|
|||||
|
2024
Q1 | $572K | Hold |
|
|||||
|
2023
Q4 | $363K | Hold |
|
|||||
|
2023
Q3 | $280K | Hold |
|
|||||
|
2023
Q2 | $225K | Hold |
|
|||||
|
2023
Q1 | $219K | Hold |
|
|||||
|
2022
Q4 | $207K | Hold |
|
|||||
|
2022
Q3 | $212K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $261K | Hold |
|
|||||
|
2021
Q4 | $304K | Hold |
|
|||||
|
2021
Q3 | $319K | Hold |
|
|||||
|
2021
Q2 | $287K | Hold |
|
|||||
|
2021
Q1 | $323K | Sell |
|
|||||
|
2020
Q4 | $204K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $345K | Buy |
|