AE Wealth Management’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 | – | Sell |
-1,781
| Closed | -$282K | – | 2264 |
|
|
2025
Q1 | $282K | Sell |
1,781
-414
| -19% | -$65.5K | ﹤0.01% | 1115 |
|
|
2024
Q4 | $406K | Buy |
2,195
+206
| +10% | +$38.1K | ﹤0.01% | 973 |
|
|
2024
Q3 | $308K | Buy |
+1,989
| New | +$308K | ﹤0.01% | 1023 |
|
|
2024
Q1 | – | Sell |
-4,670
| Closed | -$487K | – | 2001 |
|
|
2023
Q4 | $487K | Buy |
4,670
+1,128
| +32% | +$118K | ﹤0.01% | 1446 |
|
|
2023
Q3 | $275K | Buy |
+3,542
| New | +$275K | ﹤0.01% | 1648 |
|
|
2022
Q4 | – | Sell |
-12,874
| Closed | -$759K | – | 1922 |
|
|
2022
Q3 | $759K | Buy |
12,874
+84
| +0.7% | +$4.95K | 0.01% | 1053 |
|
|
2022
Q2 | $709K | Sell |
12,790
-48,378
| -79% | -$2.68M | 0.01% | 1017 |
|
|
2022
Q1 | $4.44M | Buy |
61,168
+1,354
| +2% | +$98.2K | 0.03% | 476 |
|
|
2021
Q4 | $5.06M | Buy |
59,814
+50,922
| +573% | +$4.31M | 0.04% | 411 |
|
|
2021
Q3 | $788K | Sell |
8,892
-672
| -7% | -$59.6K | 0.01% | 948 |
|
|
2021
Q2 | $763K | Buy |
9,564
+1,648
| +21% | +$131K | 0.01% | 937 |
|
|
2021
Q1 | $709K | Sell |
7,916
-6,068
| -43% | -$543K | 0.01% | 881 |
|
|
2020
Q4 | $712K | Sell |
13,984
-1,986
| -12% | -$101K | 0.01% | 832 |
|
|
2020
Q3 | $722K | Buy |
15,970
+1,404
| +10% | +$63.5K | 0.01% | 729 |
|
|
2020
Q2 | $597K | Buy |
+14,566
| New | +$597K | 0.01% | 799 |
|