Venturi Wealth Management’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
Q3 | $1.91M | Sell |
|
|||||
|
2025
Q2 | $1.8M | Buy |
|
|||||
|
2025
Q1 | $1.71M | Sell |
|
|||||
|
2024
Q4 | $2.16M | Buy |
|
|||||
|
2024
Q3 | $1.07M | Sell |
|
|||||
|
2024
Q2 | $1.24M | Sell |
|
|||||
|
2024
Q1 | $1.58M | Sell |
|
|||||
|
2023
Q4 | $1.3M | Sell |
|
|||||
|
2023
Q3 | $1.18M | Sell |
|
|||||
|
2023
Q2 | $985K | Buy |
|
|||||
|
2023
Q1 | $907K | Sell |
|
|||||
|
2022
Q4 | $915K | Buy |
|
|||||
|
2022
Q3 | $728K | Sell |
|
|||||
|
2022
Q2 | $686K | Buy |
|
|||||
|
2022
Q1 | $891K | Buy |
|
|||||
|
2021
Q4 | $852K | Buy |
|
|||||
|
2021
Q3 | $865K | Sell |
|
|||||
|
2021
Q2 | $938K | Sell |
|
|||||
|
2021
Q1 | $1.15M | Sell |
|
|||||
|
2020
Q4 | $765K | Buy |
|
|||||
|
2020
Q3 | $627K | Buy |
|
|||||
|
2020
Q2 | $492K | Buy |
|