Avantax Advisory Services’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 | $594K | Buy |
3,635
+870
| +31% | +$142K | ﹤0.01% | 1481 |
|
|
2025
Q1 | $437K | Buy |
2,765
+190
| +7% | +$30K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $477K | Buy |
2,575
+70
| +3% | +$13K | ﹤0.01% | 1478 |
|
|
2024
Q3 | $388K | Buy |
2,505
+101
| +4% | +$15.6K | ﹤0.01% | 1578 |
|
|
2024
Q2 | $339K | Buy |
2,404
+378
| +19% | +$53.4K | ﹤0.01% | 1610 |
|
|
2024
Q1 | $322K | Sell |
2,026
-254
| -11% | -$40.3K | ﹤0.01% | 1258 |
|
|
2023
Q4 | $230K | Sell |
2,280
-796
| -26% | -$80.3K | ﹤0.01% | 1391 |
|
|
2023
Q3 | $239K | Buy |
+3,076
| New | +$239K | ﹤0.01% | 1322 |
|
|
2022
Q2 | – | Sell |
-3,430
| Closed | -$248K | – | 1399 |
|
|
2022
Q1 | $248K | Sell |
3,430
-6
| -0.2% | -$434 | ﹤0.01% | 1098 |
|
|
2021
Q4 | $291K | Buy |
3,436
+658
| +24% | +$55.7K | ﹤0.01% | 991 |
|
|
2021
Q3 | $247K | Buy |
2,778
+180
| +7% | +$16K | ﹤0.01% | 1009 |
|
|
2021
Q2 | $207K | Sell |
2,598
-6,586
| -72% | -$525K | ﹤0.01% | 1070 |
|
|
2021
Q1 | $825K | Buy |
+9,184
| New | +$825K | 0.02% | 475 |
|