Clearstead Advisors’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 | $2.11M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $3.27M | Sell |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $23K | Hold |
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|
2023
Q4 | $14.7K | Sell |
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|
2023
Q3 | $89K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $13K | Buy |
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