Vest Financial’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 | $33.1M | Buy |
202,459
+73,626
| +57% | +$12M | 0.47% | 103 |
|
|
2025
Q1 | $20.4M | Sell |
128,833
-61,846
| -32% | -$9.78M | 0.32% | 112 |
|
|
2024
Q4 | $35.3M | Sell |
190,679
-455
| -0.2% | -$84.3K | 0.63% | 78 |
|
|
2024
Q3 | $29.6M | Buy |
191,134
+37,618
| +25% | +$5.83M | 0.57% | 73 |
|
|
2024
Q2 | $21.7M | Buy |
153,516
+24,028
| +19% | +$3.39M | 0.52% | 108 |
|
|
2024
Q1 | $20.6M | Buy |
+129,488
| New | +$20.6M | 0.55% | 71 |
|
|
2023
Q1 | – | Sell |
-6,794
| Closed | -$390K | – | 131 |
|
|
2022
Q4 | $390K | Buy |
+6,794
| New | +$390K | 0.06% | 77 |
|