Bell & Brown Wealth Advisors’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 | $5.06M | Buy |
31,008
+145
| +0.5% | +$23.7K | 1.81% | 21 |
|
|
2025
Q1 | $4.88M | Sell |
30,863
-1,163
| -4% | -$184K | 1.9% | 21 |
|
|
2024
Q4 | $5.93M | Sell |
32,026
-1,333
| -4% | -$247K | 2.21% | 17 |
|
|
2024
Q3 | $5.17M | Sell |
33,359
-831
| -2% | -$129K | 2.02% | 20 |
|
|
2024
Q2 | $2.42M | Sell |
34,190
-4,170
| -11% | -$295K | 0.93% | 39 |
|
|
2024
Q1 | $6.09M | Sell |
38,360
-2,250
| -6% | -$357K | 2.61% | 15 |
|
|
2023
Q4 | $4.1M | Buy |
+40,610
| New | +$4.1M | 1.9% | 20 |
|
|
2023
Q2 | $2.67M | Buy |
42,660
+190
| +0.4% | +$11.9K | 1.34% | 32 |
|
|
2023
Q1 | $2.58M | Sell |
42,470
-130
| -0.3% | -$7.91K | 1.38% | 33 |
|
|
2022
Q4 | $2.45M | Buy |
42,600
+270
| +0.6% | +$15.5K | 1.35% | 34 |
|
|
2022
Q3 | $2.49M | Sell |
42,330
-372
| -0.9% | -$21.9K | 1.54% | 27 |
|
|
2022
Q2 | $2.37M | Buy |
42,702
+5,752
| +16% | +$319K | 1.27% | 30 |
|
|
2022
Q1 | $2.68M | Buy |
36,950
+3,680
| +11% | +$267K | 1.21% | 31 |
|
|
2021
Q4 | $2.73M | Buy |
33,270
+1,630
| +5% | +$134K | 1.32% | 30 |
|
|
2021
Q3 | $2.81M | Buy |
+31,640
| New | +$2.81M | 1.51% | 30 |
|
|
2020
Q3 | $2.01M | Sell |
40,020
-560
| -1% | -$28.1K | 1.45% | 25 |
|
|
2020
Q2 | $1.78M | Sell |
40,580
-1,600
| -4% | -$70.3K | 1.39% | 26 |
|
|
2020
Q1 | $1.45M | Sell |
42,180
-1,980
| -4% | -$67.9K | 1.34% | 29 |
|
|
2019
Q4 | $1.68M | Sell |
44,160
-920
| -2% | -$34.9K | 1.25% | 31 |
|
|
2019
Q3 | $1.52M | Buy |
45,080
+5,650
| +14% | +$191K | 1.25% | 35 |
|
|
2019
Q2 | $1.28M | Buy |
39,430
+950
| +2% | +$30.9K | 1.13% | 38 |
|
|
2019
Q1 | $1.08M | Sell |
38,480
-2,010
| -5% | -$56.6K | 0.99% | 43 |
|
|
2018
Q4 | $1.02M | Buy |
40,490
+500
| +1% | +$12.6K | 1.09% | 38 |
|
|
2018
Q3 | $1.19M | Sell |
39,990
-3,630
| -8% | -$108K | 1.1% | 39 |
|
|
2018
Q2 | $1.34M | Buy |
43,620
+600
| +1% | +$18.4K | 1.32% | 32 |
|
|
2018
Q1 | $1.02M | Sell |
43,020
-1,160
| -3% | -$27.6K | 1.08% | 39 |
|
|
2017
Q4 | $1.14M | Buy |
+44,180
| New | +$1.14M | 1.18% | 36 |
|