Carson Wealth (CWM 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 | $540K | Sell |
3,307
-2,236
| -40% | -$365K | ﹤0.01% | 1556 |
|
|
2025
Q1 | $876K | Buy |
5,543
+2,754
| +99% | +$435K | ﹤0.01% | 1198 |
|
|
2024
Q4 | $516K | Buy |
2,789
+330
| +13% | +$61.1K | ﹤0.01% | 1365 |
|
|
2024
Q3 | $381K | Buy |
2,459
+89
| +4% | +$13.8K | ﹤0.01% | 1429 |
|
|
2024
Q2 | $335K | Sell |
2,370
-33,324
| -93% | -$4.71M | ﹤0.01% | 1346 |
|
|
2024
Q1 | $5.67M | Sell |
35,694
-29,666
| -45% | -$4.71M | 0.03% | 393 |
|
|
2023
Q4 | $6.59M | Sell |
65,360
-3,832
| -6% | -$387K | 0.04% | 348 |
|
|
2023
Q3 | $5.38M | Sell |
69,192
-6,730
| -9% | -$523K | 0.03% | 351 |
|
|
2023
Q2 | $4.75M | Sell |
75,922
-700
| -0.9% | -$43.8K | 0.03% | 347 |
|
|
2023
Q1 | $4.66M | Buy |
76,622
+75,104
| +4,948% | +$4.57M | 0.03% | 334 |
|
|
2022
Q4 | $87K | Buy |
1,518
+416
| +38% | +$23.8K | ﹤0.01% | 1437 |
|
|
2022
Q3 | $65K | Buy |
1,102
+316
| +40% | +$18.6K | ﹤0.01% | 1547 |
|
|
2022
Q2 | $44K | Buy |
786
+216
| +38% | +$12.1K | ﹤0.01% | 1686 |
|
|
2022
Q1 | $41K | Buy |
570
+170
| +43% | +$12.2K | ﹤0.01% | 1694 |
|
|
2021
Q4 | $34K | Buy |
+400
| New | +$34K | ﹤0.01% | 1740 |
|
|
2021
Q2 | $16K | Hold |
198
| – | – | ﹤0.01% | 1902 |
|
|
2021
Q1 | $16K | Hold |
198
| – | – | ﹤0.01% | 1902 |
|
|
2020
Q4 | $16K | Hold |
198
| – | – | ﹤0.01% | 1902 |
|
|
2020
Q3 | $16K | Hold |
198
| – | – | ﹤0.01% | 1902 |
|
|
2020
Q2 | $16K | Hold |
198
| – | – | ﹤0.01% | 1902 |
|
|
2020
Q1 | $16K | Hold |
198
| – | – | ﹤0.01% | 1902 |
|
|
2019
Q4 | $16K | Hold |
198
| – | – | ﹤0.01% | 1902 |
|
|
2019
Q3 | $16K | Hold |
198
| – | – | ﹤0.01% | 1902 |
|
|
2019
Q2 | $16K | Hold |
198
| – | – | ﹤0.01% | 1902 |
|
|
2019
Q1 | $16K | Sell |
198
-3,266
| -94% | -$264K | ﹤0.01% | 1902 |
|
|
2018
Q4 | $87K | Sell |
3,464
-191,664
| -98% | -$4.81M | ﹤0.01% | 758 |
|
|
2018
Q3 | $6.41M | Buy |
195,128
+54,080
| +38% | +$1.78M | 0.16% | 134 |
|
|
2018
Q2 | $4.33M | Buy |
141,048
+4,374
| +3% | +$134K | 0.14% | 133 |
|
|
2018
Q1 | $3.61M | Buy |
136,674
+31,794
| +30% | +$839K | 0.14% | 124 |
|
|
2017
Q4 | $2.71M | Sell |
104,880
-4,248
| -4% | -$110K | 0.12% | 142 |
|
|
2017
Q3 | $2.72M | Sell |
109,128
-2,682
| -2% | -$66.9K | 0.13% | 119 |
|
|
2017
Q2 | $2.71M | Buy |
111,810
+111,636
| +64,159% | +$2.71M | 0.14% | 119 |
|
|
2017
Q1 | $5K | Hold |
174
| – | – | ﹤0.01% | 878 |
|
|
2016
Q4 | $4K | Sell |
174
-120
| -41% | -$2.76K | ﹤0.01% | 896 |
|
|
2016
Q3 | $8K | Buy |
294
+120
| +69% | +$3.27K | ﹤0.01% | 757 |
|
|
2016
Q2 | $5K | Hold |
174
| – | – | ﹤0.01% | 637 |
|
|
2016
Q1 | $5K | Buy |
174
+138
| +383% | +$3.97K | ﹤0.01% | 604 |
|
|
2015
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 664 |
|