IFP 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 | $284K | Buy |
1,501
+30
| +2% | +$5.67K | 0.01% | 1091 |
|
|
2025
Q1 | $233K | Sell |
1,471
-1,471
| -50% | -$233K | 0.01% | 1104 |
|
|
2024
Q4 | $545K | Sell |
2,942
-118
| -4% | -$21.9K | 0.02% | 704 |
|
|
2024
Q3 | $474K | Buy |
3,060
+558
| +22% | +$86.4K | 0.02% | 717 |
|
|
2024
Q2 | $353K | Buy |
2,502
+170
| +7% | +$24K | 0.01% | 774 |
|
|
2024
Q1 | $371K | Buy |
2,332
+370
| +19% | +$58.8K | 0.02% | 715 |
|
|
2023
Q4 | $198K | Buy |
1,962
+1,556
| +383% | +$157K | 0.01% | 953 |
|
|
2023
Q3 | $31.6K | Sell |
406
-74
| -15% | -$5.76K | ﹤0.01% | 1752 |
|
|
2023
Q2 | $30K | Buy |
480
+92
| +24% | +$5.76K | ﹤0.01% | 1831 |
|
|
2023
Q1 | $8.9K | Sell |
388
-1,244
| -76% | -$28.5K | ﹤0.01% | 2337 |
|
|
2022
Q4 | $49K | Buy |
1,632
+8
| +0.5% | +$240 | ﹤0.01% | 2269 |
|
|
2022
Q3 | $47K | Buy |
1,624
+502
| +45% | +$14.5K | ﹤0.01% | 2423 |
|
|
2022
Q2 | $35K | Hold |
1,122
| – | – | ﹤0.01% | 2423 |
|
|
2022
Q1 | $35K | Buy |
1,122
+842
| +301% | +$26.3K | ﹤0.01% | 2423 |
|
|
2021
Q4 | $25K | Sell |
280
-1,296
| -82% | -$116K | ﹤0.01% | 1817 |
|
|
2021
Q3 | $140K | Buy |
1,576
+498
| +46% | +$44.2K | ﹤0.01% | 1101 |
|
|
2021
Q2 | $94K | Sell |
1,078
-130
| -11% | -$11.3K | ﹤0.01% | 1272 |
|
|
2021
Q1 | $109K | Sell |
1,208
-554
| -31% | -$50K | ﹤0.01% | 1141 |
|
|
2020
Q4 | $91K | Sell |
1,762
-234
| -12% | -$12.1K | ﹤0.01% | 1179 |
|
|
2020
Q3 | $90K | Buy |
1,996
+24
| +1% | +$1.08K | 0.01% | 1055 |
|
|
2020
Q2 | $81K | Sell |
1,972
-112
| -5% | -$4.6K | 0.01% | 1000 |
|
|
2020
Q1 | $45K | Buy |
+2,084
| New | +$45K | ﹤0.01% | 1168 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$20K | – | 3664 |
|
|
2019
Q3 | $20K | Buy |
+600
| New | +$20K | ﹤0.01% | 1771 |
|
|
2019
Q1 | $12K | Sell |
422
-2,586
| -86% | -$73.5K | ﹤0.01% | 1548 |
|
|
2018
Q4 | $75K | Buy |
3,008
+1,562
| +108% | +$38.9K | ﹤0.01% | 1354 |
|
|
2018
Q3 | $48K | Sell |
1,446
-72
| -5% | -$2.39K | ﹤0.01% | 1908 |
|
|
2018
Q2 | $47K | Sell |
1,518
-380
| -20% | -$11.8K | ﹤0.01% | 1938 |
|
|
2018
Q1 | $49K | Hold |
1,898
| – | – | ﹤0.01% | 1825 |
|
|
2017
Q4 | $49K | Buy |
1,898
+84
| +5% | +$2.17K | ﹤0.01% | 1821 |
|
|
2017
Q3 | $45K | Sell |
1,814
-4,076
| -69% | -$101K | ﹤0.01% | 2041 |
|
|
2017
Q2 | $143K | Buy |
5,890
+1,676
| +40% | +$40.7K | 0.01% | 1313 |
|
|
2017
Q1 | $113K | Buy |
4,214
+434
| +11% | +$11.6K | ﹤0.01% | 1414 |
|
|
2016
Q4 | $91K | Buy |
3,780
+540
| +17% | +$13K | ﹤0.01% | 1511 |
|
|
2016
Q3 | $83K | Sell |
3,240
-6
| -0.2% | -$154 | ﹤0.01% | 1484 |
|
|
2016
Q2 | $85K | Buy |
3,246
+2,824
| +669% | +$73.9K | ﹤0.01% | 1429 |
|
|
2016
Q1 | $12K | Sell |
422
-2,460
| -85% | -$70K | ﹤0.01% | 1548 |
|
|
2015
Q4 | $84K | Buy |
+2,882
| New | +$84K | 0.01% | 1273 |
|