Cetera Advisor Networks’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.96M | Sell |
12,348
-550
| -4% | -$87.3K | 0.01% | 1035 |
|
|
2023
Q4 | $1.3M | Sell |
12,898
-11,326
| -47% | -$1.14M | 0.01% | 1211 |
|
|
2023
Q3 | $1.88M | Buy |
24,224
+13,046
| +117% | +$1.01M | 0.01% | 920 |
|
|
2023
Q2 | $699K | Buy |
11,178
+652
| +6% | +$40.8K | ﹤0.01% | 1495 |
|
|
2023
Q1 | $640K | Sell |
10,526
-238
| -2% | -$14.5K | ﹤0.01% | 1531 |
|
|
2022
Q4 | $618K | Buy |
10,764
+4,290
| +66% | +$247K | 0.01% | 1488 |
|
|
2022
Q3 | $381K | Buy |
6,474
+116
| +2% | +$6.83K | ﹤0.01% | 1463 |
|
|
2022
Q2 | $352K | Buy |
6,358
+768
| +14% | +$42.5K | ﹤0.01% | 1514 |
|
|
2022
Q1 | $405K | Buy |
5,590
+104
| +2% | +$7.54K | ﹤0.01% | 1442 |
|
|
2021
Q4 | $464K | Sell |
5,486
-2,648
| -33% | -$224K | 0.01% | 1323 |
|
|
2021
Q3 | $721K | Buy |
8,134
+2,710
| +50% | +$240K | 0.01% | 996 |
|
|
2021
Q2 | $433K | Buy |
+5,424
| New | +$433K | 0.01% | 1264 |
|
|
2020
Q3 | – | Sell |
-3,052
| Closed | -$125K | – | 3033 |
|
|
2020
Q2 | $125K | Buy |
+3,052
| New | +$125K | ﹤0.01% | 1379 |
|