Westmount Partners’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 | $1.03M | Buy |
6,285
+25
| +0.4% | +$4.08K | 0.28% | 72 |
|
|
2025
Q1 | $990K | Buy |
6,260
+18
| +0.3% | +$2.85K | 0.3% | 72 |
|
|
2024
Q4 | $1.16M | Buy |
6,242
+59
| +1% | +$10.9K | 0.35% | 56 |
|
|
2024
Q3 | $958K | Buy |
6,183
+25
| +0.4% | +$3.87K | 0.29% | 73 |
|
|
2024
Q2 | $853K | Sell |
6,158
-26
| -0.4% | -$3.6K | 0.28% | 74 |
|
|
2024
Q1 | $982K | Buy |
6,184
+8
| +0.1% | +$1.27K | 0.35% | 61 |
|
|
2023
Q4 | $623K | Buy |
6,176
+30
| +0.5% | +$3.03K | 0.25% | 87 |
|
|
2023
Q3 | $478K | Sell |
6,146
-6
| -0.1% | -$466 | 0.21% | 108 |
|
|
2023
Q2 | $385K | Buy |
6,152
+48
| +0.8% | +$3K | 0.17% | 123 |
|
|
2023
Q1 | $371K | Buy |
6,104
+146
| +2% | +$8.88K | 0.17% | 123 |
|
|
2022
Q4 | $342K | Buy |
+5,958
| New | +$342K | 0.18% | 123 |
|