Beacon Pointe Advisors’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 | $4.4M | Sell |
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|
2025
Q1 | $4.55M | Sell |
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|
2024
Q4 | $5.59M | Sell |
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|
2024
Q3 | $5.66M | Sell |
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|
2024
Q2 | $5.18M | Sell |
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|
2024
Q1 | $5.86M | Sell |
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|
2023
Q4 | $3.8M | Sell |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.61M | Buy |
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