Wendell David Associates’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 | $684K | Hold |
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|
2025
Q2 | $572K | Hold |
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|
2025
Q1 | $553K | Hold |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $573K | Sell |
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|
2024
Q2 | $540K | Sell |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $404K | Hold |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $358K | Hold |
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|
2020
Q4 | $204K | Buy |
|