Janney Montgomery Scott’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 | $1.92M | Sell |
11,722
-7,335
| -38% | -$1.2M | 0.01% | 1240 |
|
|
2025
Q1 | $3.01M | Buy |
19,057
+10,378
| +120% | +$1.64M | 0.01% | 987 |
|
|
2024
Q4 | $1.61M | Buy |
8,679
+2,567
| +42% | +$475K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $947K | Sell |
6,112
-3,086
| -34% | -$478K | ﹤0.01% | 1533 |
|
|
2024
Q2 | $1.3M | Sell |
9,198
-1,442
| -14% | -$204K | ﹤0.01% | 1310 |
|
|
2024
Q1 | $1.69M | Sell |
10,640
-2,400
| -18% | -$381K | 0.01% | 1235 |
|
|
2023
Q4 | $1.32M | Sell |
13,040
-192
| -1% | -$19.4K | ﹤0.01% | 1306 |
|
|
2023
Q3 | $1.03M | Sell |
13,232
-1,808
| -12% | -$140K | ﹤0.01% | 1329 |
|
|
2023
Q2 | $941K | Sell |
15,040
-9,812
| -39% | -$614K | ﹤0.01% | 1452 |
|
|
2023
Q1 | $1.51M | Sell |
24,852
-11,408
| -31% | -$694K | 0.01% | 1106 |
|
|
2022
Q4 | $2.08M | Sell |
36,260
-9,692
| -21% | -$557K | 0.01% | 1010 |
|
|
2022
Q3 | $2.71M | Buy |
45,952
+6,696
| +17% | +$395K | 0.01% | 844 |
|
|
2022
Q2 | $2.32M | Sell |
39,256
-5,600
| -12% | -$332K | 0.01% | 868 |
|
|
2022
Q1 | $3.25M | Buy |
44,856
+5,776
| +15% | +$419K | 0.01% | 731 |
|
|
2021
Q4 | $3.31M | Sell |
39,080
-27,130
| -41% | -$2.29M | 0.01% | 770 |
|
|
2021
Q3 | $5.87M | Buy |
66,210
+12,498
| +23% | +$1.11M | 0.03% | 547 |
|
|
2021
Q2 | $4.29M | Buy |
53,712
+1,574
| +3% | +$126K | 0.02% | 642 |
|
|
2021
Q1 | $4.67M | Sell |
52,138
-9,756
| -16% | -$874K | 0.02% | 575 |
|
|
2020
Q4 | $3.15M | Sell |
61,894
-262
| -0.4% | -$13.3K | 0.02% | 694 |
|
|
2020
Q3 | $2.81M | Buy |
62,156
+20,510
| +49% | +$928K | 0.02% | 669 |
|
|
2020
Q2 | $1.71M | Buy |
41,646
+16,726
| +67% | +$686K | 0.01% | 825 |
|
|
2020
Q1 | $530K | Buy |
24,920
+2,016
| +9% | +$42.9K | ﹤0.01% | 1197 |
|
|
2019
Q4 | $841K | Sell |
22,904
-446
| -2% | -$16.4K | 0.01% | 1171 |
|
|
2019
Q3 | $794K | Sell |
23,350
-17,410
| -43% | -$592K | 0.01% | 1138 |
|
|
2019
Q2 | $1.33M | Buy |
40,760
+23,546
| +137% | +$765K | 0.01% | 911 |
|
|
2019
Q1 | $484K | Sell |
17,214
-586
| -3% | -$16.5K | ﹤0.01% | 1415 |
|
|
2018
Q4 | $449K | Sell |
17,800
-11,106
| -38% | -$280K | ﹤0.01% | 1359 |
|
|
2018
Q3 | $950K | Buy |
28,906
+17,896
| +163% | +$588K | 0.01% | 1071 |
|
|
2018
Q2 | $338K | Buy |
+11,010
| New | +$338K | ﹤0.01% | 1585 |
|
|
2017
Q1 | – | Sell |
-26,324
| Closed | -$637K | – | 1811 |
|
|
2016
Q4 | $637K | Buy |
26,324
+2,372
| +10% | +$57.4K | 0.01% | 981 |
|
|
2016
Q3 | $612K | Sell |
23,952
-20,412
| -46% | -$522K | 0.01% | 862 |
|
|
2016
Q2 | $1.16M | Buy |
+44,364
| New | +$1.16M | 0.02% | 380 |
|
|
2016
Q1 | – | Sell |
-25,614
| Closed | -$748K | – | 1423 |
|
|
2015
Q4 | $748K | Buy |
25,614
+374
| +1% | +$10.9K | 0.02% | 647 |
|
|
2015
Q3 | $964K | Buy |
25,240
+13,120
| +108% | +$501K | 0.03% | 550 |
|
|
2015
Q2 | $499K | Buy |
+12,120
| New | +$499K | 0.01% | 1176 |
|