First Horizon 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 | $24.4K | Buy |
149
+123
| +473% | +$20.1K | ﹤0.01% | 1336 |
|
|
2025
Q1 | $4.11K | Sell |
26
-14
| -35% | -$2.21K | ﹤0.01% | 1846 |
|
|
2024
Q4 | $7.41K | Sell |
40
-408
| -91% | -$75.6K | ﹤0.01% | 1702 |
|
|
2024
Q3 | $69.4K | Sell |
448
-12
| -3% | -$1.86K | ﹤0.01% | 852 |
|
|
2024
Q2 | $64.9K | Hold |
460
| – | – | ﹤0.01% | 818 |
|
|
2024
Q1 | $73K | Hold |
460
| – | – | ﹤0.01% | 788 |
|
|
2023
Q4 | $46.4K | Hold |
460
| – | – | ﹤0.01% | 972 |
|
|
2023
Q3 | $35.7K | Buy |
460
+410
| +820% | +$31.9K | ﹤0.01% | 1001 |
|
|
2023
Q2 | $3.13K | Hold |
50
| – | – | ﹤0.01% | 1941 |
|
|
2023
Q1 | $3.04K | Hold |
50
| – | – | ﹤0.01% | 1975 |
|
|
2022
Q4 | $2.87K | Sell |
50
-1,402
| -97% | -$80.6K | ﹤0.01% | 1954 |
|
|
2022
Q3 | $85K | Sell |
1,452
-44
| -3% | -$2.58K | ﹤0.01% | 657 |
|
|
2022
Q2 | $82K | Buy |
1,496
+1,152
| +335% | +$63.1K | ﹤0.01% | 753 |
|
|
2022
Q1 | $24K | Sell |
344
-1,224
| -78% | -$85.4K | ﹤0.01% | 847 |
|
|
2021
Q4 | $132K | Buy |
1,568
+34
| +2% | +$2.86K | ﹤0.01% | 605 |
|
|
2021
Q3 | $136K | Buy |
1,534
+478
| +45% | +$42.4K | ﹤0.01% | 589 |
|
|
2021
Q2 | $84K | Buy |
1,056
+86
| +9% | +$6.84K | ﹤0.01% | 600 |
|
|
2021
Q1 | $86K | Buy |
970
+830
| +593% | +$73.6K | 0.01% | 558 |
|
|
2020
Q4 | $6K | Buy |
140
+32
| +30% | +$1.37K | ﹤0.01% | 1189 |
|
|
2020
Q3 | $4K | Hold |
108
| – | – | ﹤0.01% | 1222 |
|
|
2020
Q2 | $4K | Buy |
108
+48
| +80% | +$1.78K | ﹤0.01% | 1227 |
|
|
2020
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1325 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1587 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1388 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1385 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1310 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1321 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1330 |
|
|
2017
Q2 | $2K | Sell |
100
-680
| -87% | -$13.6K | ﹤0.01% | 1330 |
|
|
2017
Q1 | $21K | Hold |
780
| – | – | ﹤0.01% | 803 |
|
|
2016
Q4 | $17K | Hold |
780
| – | – | ﹤0.01% | 848 |
|
|
2016
Q3 | $17K | Hold |
780
| – | – | ﹤0.01% | 842 |
|
|
2016
Q2 | $20K | Hold |
780
| – | – | ﹤0.01% | 773 |
|
|
2016
Q1 | $22K | Hold |
780
| – | – | ﹤0.01% | 779 |
|
|
2015
Q4 | $22K | Sell |
780
-402
| -34% | -$11.3K | ﹤0.01% | 699 |
|
|
2015
Q3 | $45K | Buy |
1,182
+66
| +6% | +$2.51K | 0.01% | 559 |
|
|
2015
Q2 | $45K | Buy |
1,116
+42
| +4% | +$1.69K | 0.01% | 576 |
|
|
2015
Q1 | $42K | Buy |
1,074
+40
| +4% | +$1.56K | 0.01% | 601 |
|
|
2014
Q4 | $39K | Hold |
1,034
| – | – | 0.01% | 611 |
|
|
2014
Q3 | $34K | Buy |
1,034
+46
| +5% | +$1.51K | 0.01% | 644 |
|
|
2014
Q2 | $34K | Buy |
988
+100
| +11% | +$3.44K | ﹤0.01% | 662 |
|
|
2014
Q1 | $28K | Hold |
888
| – | – | ﹤0.01% | 676 |
|
|
2013
Q4 | $23K | Sell |
888
-3,004
| -77% | -$77.8K | ﹤0.01% | 701 |
|
|
2013
Q3 | $109K | Sell |
3,892
-24
| -0.6% | -$672 | 0.02% | 370 |
|
|
2013
Q2 | $109K | Buy |
+3,916
| New | +$109K | 0.06% | 118 |
|