Alpha Omega 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
Q3 | $477K | Sell |
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|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $158K | Sell |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $129K | Hold |
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|
2018
Q3 | $168K | Hold |
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|
2018
Q2 | $157K | Hold |
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|
2018
Q1 | $135K | Hold |
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|
2017
Q4 | $132K | Hold |
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|
2017
Q3 | $128K | Sell |
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|
2017
Q2 | $135K | Buy |
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|
2017
Q1 | $16K | Hold |
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|
2016
Q4 | $15K | Hold |
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|
2016
Q3 | $15K | Hold |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $18K | Buy |
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