Carson Wealth (CWM LLC)’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
Q3 | $733K | Buy |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $876K | Buy |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $5.67M | Sell |
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|
2023
Q4 | $6.59M | Sell |
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|
2023
Q3 | $5.38M | Sell |
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|
2023
Q2 | $4.75M | Sell |
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|
2023
Q1 | $4.66M | Buy |
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|
2022
Q4 | $87K | Buy |
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|
2022
Q3 | $65K | Buy |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q4 | $34K | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $16K | Sell |
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|
2018
Q4 | $87K | Sell |
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|
2018
Q3 | $6.41M | Buy |
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|
2018
Q2 | $4.33M | Buy |
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|
2018
Q1 | $3.6M | Buy |
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|
2017
Q4 | $2.71M | Sell |
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|
2017
Q3 | $2.72M | Sell |
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|
2017
Q2 | $2.71M | Buy |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $4K | Sell |
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|
2016
Q3 | $8K | Buy |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $5K | Buy |
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|
2015
Q4 | $1K | Buy |
|