Baird Financial Group’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 | $1.04M | Buy |
6,345
+8
| +0.1% | +$1.31K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $1M | Sell |
6,337
-159
| -2% | -$25.1K | ﹤0.01% | 1178 |
|
|
2024
Q4 | $1.2M | Buy |
6,496
+788
| +14% | +$146K | ﹤0.01% | 1127 |
|
|
2024
Q3 | $884K | Sell |
5,708
-3,146
| -36% | -$487K | ﹤0.01% | 1216 |
|
|
2024
Q2 | $1.25M | Sell |
8,854
-58
| -0.7% | -$8.19K | ﹤0.01% | 1097 |
|
|
2024
Q1 | $1.41M | Buy |
8,912
+778
| +10% | +$124K | ﹤0.01% | 1055 |
|
|
2023
Q4 | $821K | Sell |
8,134
-1,740
| -18% | -$176K | ﹤0.01% | 1192 |
|
|
2023
Q3 | $767K | Sell |
9,874
-654
| -6% | -$50.8K | ﹤0.01% | 1189 |
|
|
2023
Q2 | $659K | Sell |
10,528
-797,538
| -99% | -$49.9M | ﹤0.01% | 1244 |
|
|
2023
Q1 | $49.2M | Sell |
808,066
-23,716
| -3% | -$1.44M | 0.12% | 188 |
|
|
2022
Q4 | $47.8M | Sell |
831,782
-10,548
| -1% | -$606K | 0.13% | 188 |
|
|
2022
Q3 | $49.6M | Buy |
842,330
+158,560
| +23% | +$9.34M | 0.15% | 170 |
|
|
2022
Q2 | $37.9M | Sell |
683,770
-98,466
| -13% | -$5.46M | 0.11% | 209 |
|
|
2022
Q1 | $56.7M | Buy |
782,236
+2,098
| +0.3% | +$152K | 0.14% | 170 |
|
|
2021
Q4 | $66M | Sell |
780,138
-47,608
| -6% | -$4.03M | 0.15% | 157 |
|
|
2021
Q3 | $73.4M | Buy |
827,746
+127,474
| +18% | +$11.3M | 0.19% | 140 |
|
|
2021
Q2 | $55.9M | Buy |
700,272
+632,598
| +935% | +$50.5M | 0.15% | 170 |
|
|
2021
Q1 | $6.06M | Buy |
67,674
+28,326
| +72% | +$2.54M | 0.02% | 522 |
|
|
2020
Q4 | $2M | Buy |
39,348
+17,832
| +83% | +$908K | 0.01% | 805 |
|
|
2020
Q3 | $973K | Sell |
21,516
-10,164
| -32% | -$460K | ﹤0.01% | 945 |
|
|
2020
Q2 | $1.3M | Sell |
31,680
-102,962
| -76% | -$4.22M | ﹤0.01% | 860 |
|
|
2020
Q1 | $2.86M | Sell |
134,642
-7,126
| -5% | -$151K | 0.01% | 577 |
|
|
2019
Q4 | $5.21M | Buy |
141,768
+1,360
| +1% | +$49.9K | 0.02% | 517 |
|
|
2019
Q3 | $4.77M | Buy |
140,408
+20,572
| +17% | +$699K | 0.02% | 512 |
|
|
2019
Q2 | $3.9M | Buy |
119,836
+820
| +0.7% | +$26.7K | 0.02% | 587 |
|
|
2019
Q1 | $3.35M | Sell |
119,016
-1,722
| -1% | -$48.5K | 0.02% | 543 |
|
|
2018
Q4 | $3.05M | Buy |
120,738
+1,996
| +2% | +$50.4K | 0.02% | 520 |
|
|
2018
Q3 | $3.86M | Sell |
118,742
-7,134
| -6% | -$232K | 0.02% | 509 |
|
|
2018
Q2 | $3.86M | Sell |
125,876
-39,276
| -24% | -$1.21M | 0.03% | 490 |
|
|
2018
Q1 | $4.36M | Buy |
165,152
+4,456
| +3% | +$118K | 0.03% | 451 |
|
|
2017
Q4 | $4.15M | Buy |
160,696
+1,884
| +1% | +$48.7K | 0.03% | 455 |
|
|
2017
Q3 | $3.96M | Buy |
158,812
+18,438
| +13% | +$460K | 0.03% | 465 |
|
|
2017
Q2 | $3.4M | Sell |
140,374
-21,714
| -13% | -$527K | 0.03% | 487 |
|
|
2017
Q1 | $4.35M | Buy |
162,088
+110,820
| +216% | +$2.97M | 0.04% | 430 |
|
|
2016
Q4 | $1.24M | Buy |
51,268
+3,252
| +7% | +$78.7K | 0.01% | 697 |
|
|
2016
Q3 | $1.23M | Buy |
48,016
+31,318
| +188% | +$800K | 0.01% | 700 |
|
|
2016
Q2 | $436K | Buy |
16,698
+4,796
| +40% | +$125K | ﹤0.01% | 951 |
|
|
2016
Q1 | $326K | Buy |
11,902
+1,468
| +14% | +$40.2K | ﹤0.01% | 1037 |
|
|
2015
Q4 | $305K | Sell |
10,434
-220
| -2% | -$6.43K | ﹤0.01% | 1061 |
|
|
2015
Q3 | $407K | Buy |
10,654
+130
| +1% | +$4.97K | ﹤0.01% | 977 |
|
|
2015
Q2 | $433K | Buy |
+10,524
| New | +$433K | ﹤0.01% | 1012 |
|