West Coast Financial’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 | $4.94M | Sell |
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|
2024
Q4 | $11.4M | Sell |
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|
2024
Q3 | $9.58M | Sell |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $16.2M | Buy |
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|
2023
Q4 | $9.98M | Buy |
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|
2023
Q3 | $6.94M | Buy |
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|
2023
Q2 | $5.38M | Buy |
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|
2023
Q1 | $4.98M | Sell |
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|
2022
Q4 | $4.83M | Sell |
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|
2022
Q3 | $5.08M | Buy |
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|
2022
Q2 | $4.66M | Buy |
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|
2022
Q1 | $5.98M | Buy |
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|
2021
Q4 | $6.59M | Buy |
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|
2021
Q3 | $4.08M | Buy |
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