Bell Investment 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 | $44.3K | Buy |
271
+7
| +3% | +$1.14K | 0.01% | 268 |
|
|
2025
Q1 | $41.7K | Hold |
264
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $48.9K | Sell |
264
-56
| -18% | -$10.4K | 0.01% | 224 |
|
|
2024
Q3 | $49.6K | Buy |
320
+8
| +3% | +$1.24K | 0.01% | 227 |
|
|
2024
Q2 | $44.1K | Buy |
312
+44
| +16% | +$6.21K | 0.01% | 235 |
|
|
2024
Q1 | $42.6K | Hold |
268
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $27K | Buy |
268
+36
| +16% | +$3.63K | 0.01% | 282 |
|
|
2023
Q3 | $18K | Buy |
232
+34
| +17% | +$2.64K | ﹤0.01% | 336 |
|
|
2023
Q2 | $12.4K | Buy |
198
+18
| +10% | +$1.13K | ﹤0.01% | 437 |
|
|
2023
Q1 | $11K | Buy |
180
+26
| +17% | +$1.58K | ﹤0.01% | 452 |
|
|
2022
Q4 | $8.85K | Sell |
154
-38
| -20% | -$2.18K | ﹤0.01% | 533 |
|
|
2022
Q3 | $11K | Buy |
192
+36
| +23% | +$2.06K | ﹤0.01% | 403 |
|
|
2022
Q2 | $9K | Buy |
+156
| New | +$9K | ﹤0.01% | 475 |
|
|
2021
Q4 | $13K | Buy |
150
+4
| +3% | +$347 | ﹤0.01% | 427 |
|
|
2021
Q3 | $13K | Buy |
+146
| New | +$13K | ﹤0.01% | 397 |
|