Avantax Advisory Services’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 | $594K | Buy |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $825K | Buy |
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