Bartlett & Co Wealth Management’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 | $30.7K | Sell |
188
-1
| -0.5% | -$163 | ﹤0.01% | 742 |
|
|
2025
Q1 | $29.9K | Buy |
189
+1
| +0.5% | +$158 | ﹤0.01% | 750 |
|
|
2024
Q4 | $34.8K | Hold |
188
| – | – | ﹤0.01% | 717 |
|
|
2024
Q3 | $29.1K | Hold |
188
| – | – | ﹤0.01% | 751 |
|
|
2024
Q2 | $26.5K | Hold |
188
| – | – | ﹤0.01% | 775 |
|
|
2024
Q1 | $29.8K | Sell |
188
-390
| -67% | -$61.9K | ﹤0.01% | 754 |
|
|
2023
Q4 | $58.8K | Hold |
578
| – | – | ﹤0.01% | 671 |
|
|
2023
Q3 | $44.9K | Hold |
578
| – | – | ﹤0.01% | 681 |
|
|
2023
Q2 | $36.2K | Hold |
578
| – | – | ﹤0.01% | 716 |
|
|
2023
Q1 | $35.2K | Hold |
578
| – | – | ﹤0.01% | 617 |
|
|
2022
Q4 | $33.2K | Hold |
578
| – | – | ﹤0.01% | 641 |
|
|
2022
Q3 | $34.1K | Sell |
578
-46
| -7% | -$2.71K | ﹤0.01% | 625 |
|
|
2022
Q2 | $34.6K | Buy |
624
+46
| +8% | +$2.55K | ﹤0.01% | 640 |
|
|
2022
Q1 | $41.9K | Buy |
+578
| New | +$41.9K | ﹤0.01% | 612 |
|
|
2021
Q4 | – | Sell |
-578
| Closed | -$51.2K | – | 898 |
|
|
2021
Q3 | $51.2K | Hold |
578
| – | – | ﹤0.01% | 505 |
|
|
2021
Q2 | $46.1K | Hold |
578
| – | – | ﹤0.01% | 524 |
|
|
2021
Q1 | $51.8K | Hold |
578
| – | – | ﹤0.01% | 532 |
|
|
2020
Q4 | $29.4K | Hold |
578
| – | – | ﹤0.01% | 615 |
|
|
2020
Q3 | $26.1K | Hold |
578
| – | – | ﹤0.01% | 585 |
|
|
2020
Q2 | $23.7K | Hold |
578
| – | – | ﹤0.01% | 595 |
|
|
2020
Q1 | $12.3K | Hold |
578
| – | – | ﹤0.01% | 636 |
|
|
2019
Q4 | $21.2K | Hold |
578
| – | – | ﹤0.01% | 649 |
|
|
2019
Q3 | $19.6K | Hold |
578
| – | – | ﹤0.01% | 656 |
|
|
2019
Q2 | $18.8K | Hold |
578
| – | – | ﹤0.01% | 535 |
|
|
2019
Q1 | $16.3K | Hold |
578
| – | – | ﹤0.01% | 538 |
|
|
2018
Q4 | $14.6K | Hold |
578
| – | – | ﹤0.01% | 547 |
|
|
2018
Q3 | $19K | Hold |
578
| – | – | ﹤0.01% | 545 |
|
|
2018
Q2 | $17.7K | Hold |
578
| – | – | ﹤0.01% | 543 |
|
|
2018
Q1 | $15.2K | Buy |
+578
| New | +$15.2K | ﹤0.01% | 563 |
|