Bell & Brown Wealth 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
Q3 | $6.03M | Sell |
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|
2025
Q2 | $5.06M | Buy |
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|
2025
Q1 | $4.88M | Sell |
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|
2024
Q4 | $5.93M | Sell |
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|
2024
Q3 | $5.17M | Sell |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $6.09M | Sell |
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|
2023
Q4 | $4.1M | Buy |
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|
2023
Q2 | $2.67M | Buy |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $2.49M | Sell |
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|
2022
Q2 | $2.37M | Buy |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $2.73M | Buy |
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|
2021
Q3 | $2.81M | Buy |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $1.68M | Sell |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.02M | Buy |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.14M | Buy |
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