Cetera Investment Advisers’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 | $6.35M | Buy |
38,891
+23,811
| +158% | +$3.89M | 0.01% | 1051 |
|
|
2025
Q1 | $2.38M | Buy |
15,080
+1,846
| +14% | +$292K | ﹤0.01% | 1625 |
|
|
2024
Q4 | $2.45M | Buy |
13,234
+1,014
| +8% | +$188K | 0.01% | 1506 |
|
|
2024
Q3 | $1.89M | Sell |
12,220
-13,352
| -52% | -$2.07M | ﹤0.01% | 1659 |
|
|
2024
Q2 | $3.61M | Buy |
25,572
+1,482
| +6% | +$209K | 0.01% | 1182 |
|
|
2024
Q1 | $3.82M | Buy |
24,090
+19,302
| +403% | +$3.06M | 0.01% | 1129 |
|
|
2023
Q4 | $483K | Sell |
4,788
-120
| -2% | -$12.1K | ﹤0.01% | 1510 |
|
|
2023
Q3 | $381K | Buy |
4,908
+1,384
| +39% | +$108K | ﹤0.01% | 1573 |
|
|
2023
Q2 | $220K | Sell |
3,524
-96
| -3% | -$6.01K | ﹤0.01% | 1928 |
|
|
2023
Q1 | $220K | Sell |
3,620
-306
| -8% | -$18.6K | ﹤0.01% | 1903 |
|
|
2022
Q4 | $226K | Buy |
+3,926
| New | +$226K | ﹤0.01% | 1838 |
|
|
2022
Q2 | – | Sell |
-4,230
| Closed | -$307K | – | 1948 |
|
|
2022
Q1 | $307K | Sell |
4,230
-18
| -0.4% | -$1.31K | ﹤0.01% | 1463 |
|
|
2021
Q4 | $359K | Buy |
4,248
+496
| +13% | +$41.9K | 0.01% | 1390 |
|
|
2021
Q3 | $333K | Buy |
3,752
+384
| +11% | +$34.1K | 0.01% | 1370 |
|
|
2021
Q2 | $269K | Buy |
3,368
+290
| +9% | +$23.2K | ﹤0.01% | 1481 |
|
|
2021
Q1 | $276K | Buy |
+3,078
| New | +$276K | 0.01% | 1296 |
|