Advisornet Financial’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 | $66.8K | Sell |
409
-103
| -20% | -$16.8K | ﹤0.01% | 890 |
|
|
2025
Q1 | $80.9K | Buy |
512
+103
| +25% | +$16.3K | 0.01% | 785 |
|
|
2024
Q4 | $75.7K | Sell |
409
-8
| -2% | -$1.48K | 0.01% | 751 |
|
|
2024
Q3 | $64.7K | Buy |
417
+1
| +0.2% | +$155 | ﹤0.01% | 825 |
|
|
2024
Q2 | $58.7K | Sell |
416
-220
| -35% | -$31K | 0.01% | 768 |
|
|
2024
Q1 | $101K | Sell |
636
-310
| -33% | -$49.3K | 0.01% | 632 |
|
|
2023
Q4 | $95.4K | Buy |
946
+10
| +1% | +$1.01K | 0.01% | 656 |
|
|
2023
Q3 | $72.8K | Sell |
936
-176
| -16% | -$13.7K | 0.01% | 693 |
|
|
2023
Q2 | $69.5K | Buy |
1,112
+4
| +0.4% | +$250 | 0.01% | 735 |
|
|
2023
Q1 | $67.4K | Sell |
1,108
-58
| -5% | -$3.53K | 0.01% | 716 |
|
|
2022
Q4 | $67K | Sell |
1,166
-934
| -44% | -$53.7K | 0.01% | 721 |
|
|
2022
Q3 | $124K | Buy |
2,100
+236
| +13% | +$13.9K | 0.01% | 608 |
|
|
2022
Q2 | $103K | Sell |
1,864
-786
| -30% | -$43.4K | 0.01% | 649 |
|
|
2022
Q1 | $192K | Sell |
2,650
-160
| -6% | -$11.6K | 0.01% | 572 |
|
|
2021
Q4 | $238K | Sell |
2,810
-88
| -3% | -$7.45K | 0.01% | 560 |
|
|
2021
Q3 | $257K | Buy |
2,898
+260
| +10% | +$23.1K | 0.02% | 502 |
|
|
2021
Q2 | $211K | Buy |
2,638
+2
| +0.1% | +$160 | 0.01% | 577 |
|
|
2021
Q1 | $236K | Sell |
2,636
-198
| -7% | -$17.7K | 0.02% | 511 |
|
|
2020
Q4 | $144K | Buy |
2,834
+2
| +0.1% | +$102 | 0.01% | 583 |
|
|
2020
Q3 | $128K | Buy |
2,832
+2
| +0.1% | +$90 | 0.01% | 605 |
|
|
2020
Q2 | $116K | Buy |
2,830
+2
| +0.1% | +$82 | 0.01% | 630 |
|
|
2020
Q1 | $60K | Buy |
2,828
+4
| +0.1% | +$85 | 0.01% | 739 |
|
|
2019
Q4 | $104K | Buy |
2,824
+1,392
| +97% | +$51.3K | 0.01% | 668 |
|
|
2019
Q3 | $49K | Buy |
1,432
+2
| +0.1% | +$68 | ﹤0.01% | 914 |
|
|
2019
Q2 | $46K | Buy |
1,430
+4
| +0.3% | +$129 | 0.01% | 827 |
|
|
2019
Q1 | $40K | Buy |
1,426
+4
| +0.3% | +$112 | ﹤0.01% | 796 |
|
|
2018
Q4 | $36K | Buy |
1,422
+4
| +0.3% | +$101 | 0.01% | 769 |
|
|
2018
Q3 | $47K | Buy |
1,418
+2
| +0.1% | +$66 | 0.01% | 747 |
|
|
2018
Q2 | $43K | Buy |
1,416
+984
| +228% | +$29.9K | 0.01% | 748 |
|
|
2018
Q1 | $11K | Sell |
432
-196
| -31% | -$4.99K | ﹤0.01% | 1080 |
|
|
2017
Q4 | $16K | Buy |
+628
| New | +$16K | ﹤0.01% | 918 |
|