Brighton Jones LLC’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 | $1.01M | Buy |
6,184
+78
| +1% | +$12.7K | 0.03% | 318 |
|
|
2025
Q1 | $965K | Sell |
6,106
-636
| -9% | -$101K | 0.03% | 269 |
|
|
2024
Q4 | $1.25M | Buy |
6,742
+1,236
| +22% | +$229K | 0.04% | 223 |
|
|
2024
Q3 | $853K | Sell |
5,506
-1,222
| -18% | -$189K | 0.03% | 235 |
|
|
2024
Q2 | $950K | Buy |
6,728
+64
| +1% | +$9.04K | 0.03% | 235 |
|
|
2024
Q1 | $1.06M | Sell |
6,664
-16
| -0.2% | -$2.54K | 0.04% | 215 |
|
|
2023
Q4 | $674K | Buy |
6,680
+144
| +2% | +$14.5K | 0.03% | 262 |
|
|
2023
Q3 | $508K | Sell |
6,536
-90
| -1% | -$6.99K | 0.03% | 283 |
|
|
2023
Q2 | $415K | Sell |
6,626
-164
| -2% | -$10.3K | 0.02% | 335 |
|
|
2023
Q1 | $413K | Buy |
6,790
+6
| +0.1% | +$365 | 0.02% | 320 |
|
|
2022
Q4 | $390K | Sell |
6,784
-6,072
| -47% | -$349K | 0.02% | 285 |
|
|
2022
Q3 | $758K | Buy |
12,856
+182
| +1% | +$10.7K | 0.04% | 187 |
|
|
2022
Q2 | $703K | Buy |
12,674
+78
| +0.6% | +$4.33K | 0.04% | 193 |
|
|
2022
Q1 | $913K | Sell |
12,596
-236
| -2% | -$17.1K | 0.04% | 189 |
|
|
2021
Q4 | $1.09M | Buy |
12,832
+96
| +0.8% | +$8.12K | 0.05% | 165 |
|
|
2021
Q3 | $1.13M | Sell |
12,736
-90
| -0.7% | -$7.98K | 0.06% | 149 |
|
|
2021
Q2 | $1.02M | Buy |
12,826
+44
| +0.3% | +$3.51K | 0.05% | 156 |
|
|
2021
Q1 | $1.15M | Sell |
12,782
-3,678
| -22% | -$329K | 0.07% | 136 |
|
|
2020
Q4 | $838K | Buy |
16,460
+76
| +0.5% | +$3.87K | 0.05% | 155 |
|
|
2020
Q3 | $741K | Buy |
16,384
+80
| +0.5% | +$3.62K | 0.05% | 152 |
|
|
2020
Q2 | $669K | Buy |
+16,304
| New | +$669K | 0.05% | 147 |
|