Commonwealth Equity Services’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 | $9.21M | Sell |
56,364
-5,387
| -9% | -$880K | 0.01% | 967 |
|
|
2025
Q1 | $9.76M | Sell |
61,751
-871
| -1% | -$138K | 0.01% | 879 |
|
|
2024
Q4 | $11.6M | Sell |
62,622
-4,350
| -6% | -$806K | 0.02% | 759 |
|
|
2024
Q3 | $10.4M | Sell |
66,972
-4,024
| -6% | -$623K | 0.02% | 809 |
|
|
2024
Q2 | $10M | Sell |
70,996
-2,708
| -4% | -$382K | 0.02% | 808 |
|
|
2024
Q1 | $11.7M | Sell |
73,704
-838
| -1% | -$133K | 0.02% | 712 |
|
|
2023
Q4 | $7.52M | Sell |
74,542
-5,492
| -7% | -$554K | 0.01% | 875 |
|
|
2023
Q3 | $6.22M | Sell |
80,034
-2,510
| -3% | -$195K | 0.01% | 911 |
|
|
2023
Q2 | $5.17M | Buy |
82,544
+13,958
| +20% | +$873K | 0.01% | 1021 |
|
|
2023
Q1 | $4.17K | Buy |
68,586
+8,748
| +15% | +$532 | 0.01% | 1101 |
|
|
2022
Q4 | $3.44M | Buy |
59,838
+4,078
| +7% | +$234K | 0.01% | 1172 |
|
|
2022
Q3 | $3.29M | Sell |
55,760
-7,078
| -11% | -$417K | 0.01% | 1119 |
|
|
2022
Q2 | $3.49M | Sell |
62,838
-2,158
| -3% | -$120K | 0.01% | 1091 |
|
|
2022
Q1 | $4.71M | Buy |
64,996
+9,092
| +16% | +$659K | 0.01% | 970 |
|
|
2021
Q4 | $4.73M | Buy |
55,904
+1,480
| +3% | +$125K | 0.01% | 954 |
|
|
2021
Q3 | $4.83M | Buy |
54,424
+6,618
| +14% | +$587K | 0.01% | 894 |
|
|
2021
Q2 | $3.82M | Buy |
47,806
+6,534
| +16% | +$522K | 0.01% | 1005 |
|
|
2021
Q1 | $3.7M | Buy |
41,272
+6,824
| +20% | +$611K | 0.01% | 939 |
|
|
2020
Q4 | $1.75M | Sell |
34,448
-64
| -0.2% | -$3.26K | 0.01% | 1298 |
|
|
2020
Q3 | $1.56M | Sell |
34,512
-90,490
| -72% | -$4.09M | 0.01% | 1233 |
|
|
2020
Q2 | $5.13M | Sell |
125,002
-25,010
| -17% | -$1.03M | 0.02% | 597 |
|
|
2020
Q1 | $3.19M | Sell |
150,012
-14,542
| -9% | -$309K | 0.01% | 695 |
|
|
2019
Q4 | $6.04M | Sell |
164,554
-2,678
| -2% | -$98.3K | 0.02% | 563 |
|
|
2019
Q3 | $5.68M | Sell |
167,232
-21,554
| -11% | -$733K | 0.02% | 551 |
|
|
2019
Q2 | $6.14M | Sell |
188,786
-556
| -0.3% | -$18.1K | 0.03% | 511 |
|
|
2019
Q1 | $5.33M | Buy |
189,342
+2,854
| +2% | +$80.3K | 0.02% | 534 |
|
|
2018
Q4 | $4.7M | Sell |
186,488
-396
| -0.2% | -$9.99K | 0.03% | 515 |
|
|
2018
Q3 | $6.14M | Sell |
186,884
-3,460
| -2% | -$114K | 0.03% | 461 |
|
|
2018
Q2 | $5.84M | Sell |
190,344
-41,170
| -18% | -$1.26M | 0.03% | 457 |
|
|
2018
Q1 | $6.11M | Sell |
231,514
-3,174
| -1% | -$83.7K | 0.03% | 418 |
|
|
2017
Q4 | $6.07M | Sell |
234,688
-7,172
| -3% | -$185K | 0.03% | 420 |
|
|
2017
Q3 | $6.03M | Sell |
241,860
-3,846
| -2% | -$95.9K | 0.04% | 389 |
|
|
2017
Q2 | $5.96M | Buy |
245,706
+106,420
| +76% | +$2.58M | 0.04% | 379 |
|
|
2017
Q1 | $3.73M | Sell |
139,286
-3,928
| -3% | -$105K | 0.03% | 519 |
|
|
2016
Q4 | $3.47M | Sell |
143,214
-9,558
| -6% | -$231K | 0.03% | 499 |
|
|
2016
Q3 | $3.9M | Buy |
152,772
+11,034
| +8% | +$282K | 0.03% | 441 |
|
|
2016
Q2 | $3.69M | Buy |
141,738
+42,300
| +43% | +$1.1M | 0.03% | 434 |
|
|
2016
Q1 | $2.72M | Buy |
99,438
+1,356
| +1% | +$37.1K | 0.02% | 518 |
|
|
2015
Q4 | $2.87M | Sell |
98,082
-1,156
| -1% | -$33.8K | 0.03% | 503 |
|
|
2015
Q3 | $3.79M | Buy |
99,238
+3,302
| +3% | +$126K | 0.04% | 375 |
|
|
2015
Q2 | $3.95M | Buy |
95,936
+17,744
| +23% | +$730K | 0.04% | 396 |
|
|
2015
Q1 | $3.12M | Buy |
78,192
+2,156
| +3% | +$85.9K | 0.03% | 460 |
|
|
2014
Q4 | $2.88M | Sell |
76,036
-22,078
| -23% | -$835K | 0.03% | 448 |
|
|
2014
Q3 | $3.27M | Buy |
98,114
+25,314
| +35% | +$843K | 0.04% | 390 |
|
|
2014
Q2 | $2.61M | Buy |
72,800
+10,404
| +17% | +$373K | 0.03% | 464 |
|
|
2014
Q1 | $2.08M | Sell |
62,396
-1,708
| -3% | -$56.9K | 0.03% | 510 |
|
|
2013
Q4 | $1.87M | Buy |
64,104
+9,404
| +17% | +$274K | 0.03% | 522 |
|
|
2013
Q3 | $1.54M | Buy |
54,700
+5,916
| +12% | +$166K | 0.03% | 541 |
|
|
2013
Q2 | $1.36M | Buy |
+48,784
| New | +$1.36M | 0.02% | 541 |
|