Beacon Investment 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
Q3 | $3.95M | Hold |
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|
2025
Q2 | $3.3M | Hold |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $5.36M | Sell |
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|
2024
Q3 | $4.51M | Sell |
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|
2024
Q2 | $4.25M | Sell |
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|
2024
Q1 | $5.19M | Hold |
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|
2023
Q4 | $3.3M | Hold |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.62M | Sell |
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|
2023
Q1 | $3.46M | Sell |
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|
2022
Q4 | $3.36M | Sell |
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|
2022
Q3 | $3.86M | Sell |
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|
2022
Q2 | $4.17M | Sell |
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|
2022
Q1 | $5.5M | Sell |
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|
2021
Q4 | $6.6M | Sell |
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|
2021
Q3 | $7.41M | Sell |
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|
2021
Q2 | $7.8M | Sell |
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|
2021
Q1 | $9.25M | Sell |
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|
2020
Q4 | $5.29M | Sell |
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|
2020
Q3 | $4.72M | Hold |
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|
2020
Q2 | $4.28M | Sell |
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|
2020
Q1 | $2.27M | Sell |
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|
2019
Q4 | $6.83M | Buy |
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