IFP Advisors’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
Q2 | $284K | Buy |
|
|||||
|
2025
Q1 | $233K | Sell |
|
|||||
|
2024
Q4 | $545K | Sell |
|
|||||
|
2024
Q3 | $474K | Buy |
|
|||||
|
2024
Q2 | $353K | Buy |
|
|||||
|
2024
Q1 | $371K | Buy |
|
|||||
|
2023
Q4 | $198K | Buy |
|
|||||
|
2023
Q3 | $31.6K | Sell |
|
|||||
|
2023
Q2 | $30K | Buy |
|
|||||
|
2023
Q1 | $8.9K | Sell |
|
|||||
|
2022
Q4 | $49K | Buy |
|
|||||
|
2022
Q3 | $47K | Buy |
|
|||||
|
2022
Q2 | $35K | Hold |
|
|||||
|
2022
Q1 | $35K | Buy |
|
|||||
|
2021
Q4 | $25K | Sell |
|
|||||
|
2021
Q3 | $140K | Buy |
|
|||||
|
2021
Q2 | $94K | Sell |
|
|||||
|
2021
Q1 | $109K | Sell |
|
|||||
|
2020
Q4 | $91K | Sell |
|
|||||
|
2020
Q3 | $90K | Buy |
|
|||||
|
2020
Q2 | $81K | Sell |
|
|||||
|
2020
Q1 | $45K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $20K | Buy |
|
|||||
|
2019
Q1 | $12K | Sell |
|
|||||
|
2018
Q4 | $75K | Buy |
|
|||||
|
2018
Q3 | $48K | Sell |
|
|||||
|
2018
Q2 | $47K | Sell |
|
|||||
|
2018
Q1 | $49K | Hold |
|
|||||
|
2017
Q4 | $49K | Buy |
|
|||||
|
2017
Q3 | $45K | Sell |
|
|||||
|
2017
Q2 | $143K | Buy |
|
|||||
|
2017
Q1 | $113K | Buy |
|
|||||
|
2016
Q4 | $91K | Buy |
|
|||||
|
2016
Q3 | $83K | Sell |
|
|||||
|
2016
Q2 | $85K | Buy |
|
|||||
|
2016
Q1 | $12K | Sell |
|
|||||
|
2015
Q4 | $84K | Buy |
|