Westside Investment Management’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 | $13.7K | Hold |
84
| – | – | ﹤0.01% | 830 |
|
|
2025
Q1 | $13.3K | Hold |
84
| – | – | ﹤0.01% | 645 |
|
|
2024
Q4 | $15.6K | Hold |
84
| – | – | ﹤0.01% | 610 |
|
|
2024
Q3 | $13K | Hold |
84
| – | – | ﹤0.01% | 633 |
|
|
2024
Q2 | $11.9K | Hold |
84
| – | – | ﹤0.01% | 630 |
|
|
2024
Q1 | $13.3K | Hold |
84
| – | – | ﹤0.01% | 580 |
|
|
2023
Q4 | $8.48K | Hold |
84
| – | – | ﹤0.01% | 620 |
|
|
2023
Q3 | $6.53K | Hold |
84
| – | – | ﹤0.01% | 658 |
|
|
2023
Q2 | $5.26K | Hold |
84
| – | – | ﹤0.01% | 692 |
|
|
2023
Q1 | $5.11K | Hold |
84
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $4 | Hold |
84
| – | – | ﹤0.01% | 727 |
|
|
2022
Q3 | $4 | Hold |
84
| – | – | ﹤0.01% | 719 |
|
|
2022
Q2 | $4 | Hold |
84
| – | – | ﹤0.01% | 717 |
|
|
2022
Q1 | $6 | Hold |
84
| – | – | ﹤0.01% | 671 |
|
|
2021
Q4 | $7 | Hold |
84
| – | – | ﹤0.01% | 632 |
|
|
2021
Q3 | $7 | Hold |
84
| – | – | ﹤0.01% | 622 |
|
|
2021
Q2 | $6 | Hold |
84
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $7 | Hold |
84
| – | – | ﹤0.01% | 601 |
|
|
2020
Q4 | $4 | Hold |
84
| – | – | ﹤0.01% | 585 |
|
|
2020
Q3 | $3 | Hold |
84
| – | – | ﹤0.01% | 603 |
|
|
2020
Q2 | $3 | Hold |
84
| – | – | ﹤0.01% | 592 |
|
|
2020
Q1 | $1 | Buy |
+84
| New | +$1 | ﹤0.01% | 664 |
|
|
2019
Q2 | $2 | Buy |
+84
| New | +$2 | ﹤0.01% | 619 |
|
|
2018
Q4 | $2.12K | Hold |
84
| – | – | ﹤0.01% | 626 |
|
|
2018
Q3 | $2.73K | Hold |
84
| – | – | ﹤0.01% | 656 |
|
|
2018
Q2 | $2.56K | Hold |
84
| – | – | ﹤0.01% | 752 |
|
|
2018
Q1 | $2.09K | Hold |
84
| – | – | ﹤0.01% | 755 |
|
|
2017
Q4 | $2.27K | Sell |
84
-116
| -58% | -$3.13K | ﹤0.01% | 777 |
|
|
2017
Q3 | $5.16K | Sell |
200
-400
| -67% | -$10.3K | ﹤0.01% | 666 |
|
|
2017
Q2 | $13.7K | Hold |
600
| – | – | 0.01% | 460 |
|
|
2017
Q1 | $16.1K | Buy |
+600
| New | +$16.1K | 0.01% | 392 |
|