Dana Investment Advisors’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 | $6.41M | Sell |
39,230
-73
| -0.2% | -$11.9K | 0.21% | 123 |
|
|
2025
Q1 | $6.21M | Sell |
39,303
-3,528
| -8% | -$558K | 0.22% | 119 |
|
|
2024
Q4 | $7.93M | Sell |
42,831
-10,602
| -20% | -$1.96M | 0.26% | 89 |
|
|
2024
Q3 | $8.28M | Sell |
53,433
-257
| -0.5% | -$39.8K | 0.27% | 97 |
|
|
2024
Q2 | $7.58M | Sell |
53,690
-2,038
| -4% | -$288K | 0.26% | 108 |
|
|
2024
Q1 | $8.85M | Buy |
55,728
+40,392
| +263% | +$6.41M | 0.29% | 93 |
|
|
2023
Q4 | $1.55M | Buy |
15,336
+2,726
| +22% | +$275K | 0.07% | 195 |
|
|
2023
Q3 | $980K | Sell |
12,610
-200
| -2% | -$15.5K | 0.05% | 234 |
|
|
2023
Q2 | $802K | Buy |
12,810
+10
| +0.1% | +$626 | 0.04% | 259 |
|
|
2023
Q1 | $779K | Buy |
12,800
+1,010
| +9% | +$61.4K | 0.04% | 264 |
|
|
2022
Q4 | $677K | Sell |
11,790
-11,432
| -49% | -$657K | 0.04% | 283 |
|
|
2022
Q3 | $1.37M | Buy |
23,222
+9,132
| +65% | +$538K | 0.08% | 169 |
|
|
2022
Q2 | $782K | Buy |
+14,090
| New | +$782K | 0.04% | 255 |
|