Vest Financial’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
Q1 | $62.5M | Buy |
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|
2025
Q4 | $53.9M | Buy |
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|
2025
Q3 | $55.2M | Buy |
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|
2025
Q2 | $33.1M | Buy |
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|
2025
Q1 | $20.4M | Sell |
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|
2024
Q4 | $35.3M | Sell |
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|
2024
Q3 | $29.6M | Buy |
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|
2024
Q2 | $21.7M | Buy |
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|
2024
Q1 | $20.6M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $390K | Buy |
|