Cambridge Investment Research 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 | $2.62M | Sell |
16,032
-1,370
| -8% | -$224K | 0.01% | 1227 |
|
|
2025
Q1 | $2.75M | Buy |
17,402
+1,673
| +11% | +$264K | 0.01% | 1159 |
|
|
2024
Q4 | $2.91M | Sell |
15,729
-600
| -4% | -$111K | 0.01% | 1110 |
|
|
2024
Q3 | $2.53M | Buy |
16,329
+981
| +6% | +$152K | 0.01% | 1177 |
|
|
2024
Q2 | $2.17M | Sell |
15,348
-1,018
| -6% | -$144K | 0.01% | 1230 |
|
|
2024
Q1 | $2.6M | Sell |
16,366
-6
| -0% | -$952 | 0.01% | 1108 |
|
|
2023
Q4 | $1.65M | Buy |
16,372
+1,832
| +13% | +$185K | 0.01% | 1322 |
|
|
2023
Q3 | $1.13M | Buy |
14,540
+1,522
| +12% | +$118K | 0.01% | 1490 |
|
|
2023
Q2 | $814K | Buy |
13,018
+2,030
| +18% | +$127K | ﹤0.01% | 1753 |
|
|
2023
Q1 | $668K | Sell |
10,988
-2,032
| -16% | -$124K | ﹤0.01% | 1883 |
|
|
2022
Q4 | $748K | Buy |
13,020
+3,080
| +31% | +$177K | ﹤0.01% | 1720 |
|
|
2022
Q3 | $586K | Sell |
9,940
-1,022
| -9% | -$60.3K | ﹤0.01% | 1838 |
|
|
2022
Q2 | $608K | Buy |
10,962
+1,498
| +16% | +$83.1K | ﹤0.01% | 1815 |
|
|
2022
Q1 | $686K | Sell |
9,464
-1,086
| -10% | -$78.7K | ﹤0.01% | 1856 |
|
|
2021
Q4 | $892K | Buy |
10,550
+316
| +3% | +$26.7K | ﹤0.01% | 1653 |
|
|
2021
Q3 | $907K | Sell |
10,234
-106
| -1% | -$9.39K | ﹤0.01% | 1615 |
|
|
2021
Q2 | $825K | Sell |
10,340
-2,258
| -18% | -$180K | ﹤0.01% | 1681 |
|
|
2021
Q1 | $1.13M | Buy |
12,598
+3,282
| +35% | +$294K | 0.01% | 1349 |
|
|
2020
Q4 | $474K | Sell |
9,316
-12,336
| -57% | -$628K | ﹤0.01% | 1805 |
|
|
2020
Q3 | $979K | Buy |
21,652
+114
| +0.5% | +$5.16K | 0.01% | 1200 |
|
|
2020
Q2 | $883K | Sell |
21,538
-3,168
| -13% | -$130K | 0.01% | 1197 |
|
|
2020
Q1 | $525K | Buy |
24,706
+432
| +2% | +$9.18K | 0.01% | 1335 |
|
|
2019
Q4 | $891K | Buy |
24,274
+654
| +3% | +$24K | 0.01% | 1222 |
|
|
2019
Q3 | $803K | Sell |
23,620
-842
| -3% | -$28.6K | 0.01% | 1205 |
|
|
2019
Q2 | $795K | Buy |
24,462
+3,026
| +14% | +$98.3K | 0.01% | 1148 |
|
|
2019
Q1 | $603K | Sell |
21,436
-7,524
| -26% | -$212K | 0.01% | 1357 |
|
|
2018
Q4 | $731K | Buy |
28,960
+398
| +1% | +$10K | 0.01% | 1109 |
|
|
2018
Q3 | $939K | Buy |
28,562
+1,916
| +7% | +$63K | 0.01% | 1061 |
|
|
2018
Q2 | $818K | Sell |
26,646
-1,216
| -4% | -$37.3K | 0.01% | 1094 |
|
|
2018
Q1 | $735K | Sell |
27,862
-27,724
| -50% | -$731K | 0.01% | 1115 |
|
|
2017
Q4 | $1.44M | Buy |
55,586
+994
| +2% | +$25.7K | 0.02% | 723 |
|
|
2017
Q3 | $1.36M | Sell |
54,592
-2,928
| -5% | -$73K | 0.02% | 691 |
|
|
2017
Q2 | $1.4M | Buy |
57,520
+3,774
| +7% | +$91.5K | 0.02% | 653 |
|
|
2017
Q1 | $1.44M | Buy |
53,746
+44,110
| +458% | +$1.18M | 0.02% | 580 |
|
|
2016
Q4 | $233K | Buy |
+9,636
| New | +$233K | ﹤0.01% | 1422 |
|
|
2014
Q3 | – | Sell |
-17,870
| Closed | -$641K | – | 1502 |
|
|
2014
Q2 | $641K | Buy |
+17,870
| New | +$641K | 0.02% | 628 |
|