Wakefield Asset 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
Q2 | – | Sell |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $488K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $2.34M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $2.28M | Buy |
|