AE Wealth 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 | – | Sell |
|
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $308K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $487K | Buy |
|
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|
2023
Q3 | $275K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $759K | Buy |
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|
2022
Q2 | $709K | Sell |
|
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|
2022
Q1 | $4.43M | Buy |
|
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|
2021
Q4 | $5.06M | Buy |
|
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|
2021
Q3 | $788K | Sell |
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|
2021
Q2 | $763K | Buy |
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|
2021
Q1 | $709K | Sell |
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|
2020
Q4 | $712K | Sell |
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|
2020
Q3 | $722K | Buy |
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|
2020
Q2 | $597K | Buy |
|