Creative Planning’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 | $7.26M | Buy |
|
|||||
|
2025
Q2 | $5.4M | Buy |
|
|||||
|
2025
Q1 | $4.75M | Sell |
|
|||||
|
2024
Q4 | $5.74M | Buy |
|
|||||
|
2024
Q3 | $4.5M | Buy |
|
|||||
|
2024
Q2 | $3.57M | Buy |
|
|||||
|
2024
Q1 | $3.84M | Buy |
|
|||||
|
2023
Q4 | $2.41M | Buy |
|
|||||
|
2023
Q3 | $1.56M | Buy |
|
|||||
|
2023
Q2 | $1.04M | Buy |
|
|||||
|
2023
Q1 | $910K | Buy |
|
|||||
|
2022
Q4 | $697K | Sell |
|
|||||
|
2022
Q3 | $844K | Buy |
|
|||||
|
2022
Q2 | $670K | Buy |
|
|||||
|
2022
Q1 | $799K | Buy |
|
|||||
|
2021
Q4 | $915K | Buy |
|
|||||
|
2021
Q3 | $936K | Sell |
|
|||||
|
2021
Q2 | $866K | Sell |
|
|||||
|
2021
Q1 | $1.08M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $220K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $25K | Sell |
|
|||||
|
2017
Q1 | $112K | Buy |
|
|||||
|
2016
Q4 | $97K | Buy |
|
|||||
|
2016
Q3 | $60K | Buy |
|
|||||
|
2016
Q2 | $44K | Buy |
|
|||||
|
2016
Q1 | $41K | Buy |
|
|||||
|
2015
Q4 | $31K | Buy |
|
|||||
|
2015
Q3 | $37K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $27K | Sell |
|
|||||
|
2014
Q4 | $29K | Sell |
|
|||||
|
2014
Q3 | $27K | Buy |
|
|||||
|
2014
Q2 | $10K | Hold |
|
|||||
|
2014
Q1 | $10K | Buy |
|