West Coast 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 | – | Sell |
-31,233
| Closed | -$4.94M | – | 155 |
|
|
2025
Q1 | $4.94M | Sell |
31,233
-30,121
| -49% | -$4.76M | 0.56% | 40 |
|
|
2024
Q4 | $11.4M | Sell |
61,354
-512
| -0.8% | -$94.8K | 1.25% | 21 |
|
|
2024
Q3 | $9.58M | Sell |
61,866
-15,452
| -20% | -$2.39M | 1.05% | 28 |
|
|
2024
Q2 | $10.9M | Sell |
77,318
-24,504
| -24% | -$3.46M | 1.29% | 23 |
|
|
2024
Q1 | $16.2M | Buy |
101,822
+2,858
| +3% | +$454K | 1.96% | 10 |
|
|
2023
Q4 | $9.98M | Buy |
98,964
+9,582
| +11% | +$967K | 1.31% | 26 |
|
|
2023
Q3 | $6.94M | Buy |
89,382
+3,320
| +4% | +$258K | 1.04% | 29 |
|
|
2023
Q2 | $5.38M | Buy |
86,062
+4,232
| +5% | +$265K | 0.76% | 55 |
|
|
2023
Q1 | $4.98M | Sell |
81,830
-2,236
| -3% | -$136K | 0.76% | 53 |
|
|
2022
Q4 | $4.83M | Sell |
84,066
-2,190
| -3% | -$126K | 0.82% | 44 |
|
|
2022
Q3 | $5.08M | Buy |
86,256
+2,280
| +3% | +$134K | 0.94% | 34 |
|
|
2022
Q2 | $4.66M | Buy |
83,976
+1,486
| +2% | +$82.4K | 0.83% | 45 |
|
|
2022
Q1 | $5.98M | Buy |
82,490
+4,600
| +6% | +$333K | 0.92% | 40 |
|
|
2021
Q4 | $6.59M | Buy |
77,890
+31,830
| +69% | +$2.69M | 0.94% | 41 |
|
|
2021
Q3 | $4.08M | Buy |
+46,060
| New | +$4.08M | 0.66% | 47 |
|