Allworth 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 | $111K | Buy |
678
+243
| +56% | +$39.7K | ﹤0.01% | 1476 |
|
|
2025
Q1 | $65.8K | Sell |
435
-12
| -3% | -$1.82K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $94.9K | Sell |
447
-19
| -4% | -$4.03K | ﹤0.01% | 1284 |
|
|
2024
Q3 | $72.2K | Sell |
466
-472
| -50% | -$73.2K | ﹤0.01% | 1222 |
|
|
2024
Q2 | $68.8K | Buy |
938
+424
| +82% | +$31.1K | ﹤0.01% | 1221 |
|
|
2024
Q1 | $81.7K | Buy |
514
+170
| +49% | +$27K | ﹤0.01% | 1090 |
|
|
2023
Q4 | $34.8K | Buy |
344
+50
| +17% | +$5.05K | ﹤0.01% | 1343 |
|
|
2023
Q3 | $22.9K | Buy |
294
+58
| +25% | +$4.51K | ﹤0.01% | 1436 |
|
|
2023
Q2 | $14.8K | Sell |
236
-534
| -69% | -$33.5K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $46.9K | Buy |
770
+16
| +2% | +$974 | ﹤0.01% | 1092 |
|
|
2022
Q4 | $43.4K | Buy |
754
+128
| +20% | +$7.36K | ﹤0.01% | 1067 |
|
|
2022
Q3 | $37K | Buy |
626
+38
| +6% | +$2.25K | ﹤0.01% | 1074 |
|
|
2022
Q2 | $33K | Buy |
588
+242
| +70% | +$13.6K | ﹤0.01% | 1054 |
|
|
2022
Q1 | $25K | Buy |
346
+210
| +154% | +$15.2K | ﹤0.01% | 1170 |
|
|
2021
Q4 | $12K | Sell |
136
-62
| -31% | -$5.47K | ﹤0.01% | 1340 |
|
|
2021
Q3 | $18K | Buy |
198
+118
| +148% | +$10.7K | ﹤0.01% | 1079 |
|
|
2021
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 894 |
|
|
2020
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 974 |
|
|
2020
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 870 |
|
|
2019
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 787 |
|
|
2019
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 785 |
|
|
2019
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 860 |
|
|
2018
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 772 |
|
|
2018
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 763 |
|
|
2018
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 839 |
|
|
2018
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 730 |
|
|
2017
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 666 |
|
|
2017
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 676 |
|
|
2017
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 678 |
|
|
2017
Q1 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 668 |
|