Westwood Holdings Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.22M | Buy |
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|
2025
Q4 | $2.36M | Buy |
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|
2025
Q3 | $2.21M | Sell |
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|
2025
Q2 | $2.07M | Sell |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.42M | Hold |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.34M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6.09M | Sell |
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|
2020
Q3 | $8.02M | Sell |
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|
2020
Q2 | $7.32M | Sell |
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|
2020
Q1 | $5.43M | Sell |
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|
2019
Q4 | $11M | Buy |
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|
2019
Q3 | $9.7M | Sell |
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|
2019
Q2 | $11.2M | Sell |
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|
2019
Q1 | $11M | Sell |
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|
2018
Q4 | $10.4M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $391K | Hold |
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|
2016
Q4 | $353K | Hold |
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|
2016
Q3 | $373K | Hold |
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|
2016
Q2 | $380K | Hold |
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|
2016
Q1 | $399K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $436K | Hold |
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|
2015
Q2 | $469K | Buy |
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