Advisors Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
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|
2025
Q1 | $3.07M | Sell |
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|
2024
Q4 | $3.77M | Sell |
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|
2024
Q3 | $3.17M | Buy |
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|
2024
Q2 | $2.83M | Sell |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $2.24M | Sell |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $824K | Buy |
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|
2022
Q3 | $506K | Buy |
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|
2022
Q2 | $196K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $336K | Sell |
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|
2019
Q2 | $611K | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $2.38M | Sell |
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|
2018
Q3 | $4.29M | Sell |
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|
2018
Q2 | $4.43M | Buy |
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|
2018
Q1 | $3.71M | Buy |
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|
2017
Q4 | $3.59M | Buy |
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|
2017
Q3 | $3.16M | Buy |
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|
2017
Q2 | $2.89M | Buy |
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|
2017
Q1 | $2.25M | Buy |
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|
2016
Q4 | $1.41M | Buy |
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|
2016
Q3 | $558K | Buy |
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|
2016
Q2 | $115K | Hold |
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|
2016
Q1 | $120K | Hold |
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|
2015
Q4 | $129K | Sell |
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|
2015
Q3 | $176K | Sell |
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|
2015
Q2 | $206K | Buy |
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|
2015
Q1 | $191K | Sell |
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|
2014
Q4 | $189K | Hold |
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|
2014
Q3 | $166K | Sell |
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|
2014
Q2 | $194K | Sell |
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|
2014
Q1 | $187K | Hold |
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|
2013
Q4 | $163K | Buy |
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|
2013
Q3 | $135K | Sell |
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|
2013
Q2 | $156K | Buy |
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