Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Williams Sonoma Inc (WSM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.03 SEC
2024   Q2 11,740 0.03 Reduce 11.99% <0.01 $282.37 $3,315,024 SEC
2024   Q1 13,340 0.03 Reduce 27.34% <0.01 $317.53 $4,235,850 SEC
2023   Q4 18,360 0.03 Reduce 19.33% <0.01 $201.78 $3,704,681 SEC
2023   Q3 22,760 0.03 Add 32.25% <0.01 $155.40 $3,536,904 SEC
2023   Q2 17,210 0.02 Add 12.04% <0.01 $125.14 $2,153,659 SEC
2023   Q1 15,360 0.01 $118.20 $1,815,552 SEC
2022   Q4 15,360 0.01 $114.92 $1,765,171 SEC
2022   Q3 15,360 0.02 $117.84 $1,810,000 SEC
2022   Q2 15,360 0.01 Buy 0.01 $110.94 $1,704,000 SEC
2001   Q2 0 0.00 Sell 100.00% 0.01 SEC
2001   Q1 500 0.01 $26,250.00 $13,125,000 SEC
2000   Q4 500 0.01 Buy 0.01 $20,000.00 $10,000,000 SEC