Cetera Investment Advisers’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 | $8.16M | Buy |
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|
2025
Q2 | $6.35M | Buy |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $3.61M | Buy |
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|
2024
Q1 | $3.82M | Buy |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $269K | Buy |
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|
2021
Q1 | $276K | Buy |
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