WBI 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
Q3 | $2.22M | Sell |
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|
2025
Q2 | $1.99M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.85M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $626K | Sell |
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|
2019
Q3 | $687K | Sell |
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|
2019
Q2 | $2.06M | Sell |
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|
2019
Q1 | $7.5M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.64M | Buy |
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|
2018
Q2 | $778K | Sell |
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|
2018
Q1 | $23.1M | Buy |
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|
2017
Q4 | $7.36M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $9M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $28.4M | Buy |
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|
2013
Q4 | $23M | Buy |
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