Bell Investment 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 | $44.3K | Buy |
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|
2025
Q1 | $41.7K | Hold |
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|
2024
Q4 | $48.9K | Sell |
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|
2024
Q3 | $49.6K | Buy |
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|
2024
Q2 | $44K | Buy |
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|
2024
Q1 | $42.5K | Hold |
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|
2023
Q4 | $27K | Buy |
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|
2023
Q3 | $18K | Buy |
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|
2023
Q2 | $12.4K | Buy |
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|
2023
Q1 | $10.9K | Buy |
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|
2022
Q4 | $8.85K | Sell |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2021
Q4 | $13K | Buy |
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|
2021
Q3 | $13K | Buy |
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