D.A. Davidson & Co’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 | $321K | Sell |
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|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $769K | Sell |
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|
2024
Q4 | $906K | Sell |
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|
2024
Q3 | $875K | Sell |
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|
2024
Q2 | $973K | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $699K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $183K | Buy |
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|
2023
Q1 | $171K | Sell |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $253K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $225K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $234K | Sell |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $674K | Sell |
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|
2017
Q3 | $8.66M | Buy |
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|
2017
Q2 | $8.32M | Buy |
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|
2017
Q1 | $183K | Buy |
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|
2016
Q4 | $109K | Hold |
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|
2016
Q3 | $115K | Buy |
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|
2016
Q2 | $75K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $213K | Sell |
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|
2015
Q1 | $263K | Sell |
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|
2014
Q4 | $287K | Sell |
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|
2014
Q3 | $266K | Hold |
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|
2014
Q2 | $287K | Hold |
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|
2014
Q1 | $266K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $323K | Sell |
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|
2013
Q2 | $324K | Buy |
|