Kestra Advisory Services’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 | $668K | Buy |
|
|||||
|
2025
Q1 | $610K | Sell |
|
|||||
|
2024
Q4 | $723K | Sell |
|
|||||
|
2024
Q3 | $691K | Sell |
|
|||||
|
2024
Q2 | $756K | Buy |
|
|||||
|
2024
Q1 | $716K | Sell |
|
|||||
|
2023
Q4 | $507K | Sell |
|
|||||
|
2023
Q3 | $424K | Sell |
|
|||||
|
2023
Q2 | $902K | Sell |
|
|||||
|
2023
Q1 | $980K | Sell |
|
|||||
|
2022
Q4 | $1.35M | Buy |
|
|||||
|
2022
Q3 | $544K | Buy |
|
|||||
|
2022
Q2 | $455K | Buy |
|
|||||
|
2022
Q1 | $513K | Buy |
|
|||||
|
2021
Q4 | $451K | Sell |
|
|||||
|
2021
Q3 | $550K | Buy |
|
|||||
|
2021
Q2 | $366K | Sell |
|
|||||
|
2021
Q1 | $678K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $206K | Buy |
|