Lindbrook Capital’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $122K | Buy |
769
+347
| +82% | +$54.9K | 0.01% | 596 |
|
|
2024
Q4 | $78.1K | Sell |
422
-63
| -13% | -$11.7K | 0.01% | 633 |
|
|
2024
Q3 | $75.1K | Buy |
485
+13
| +3% | +$2.01K | 0.01% | 651 |
|
|
2024
Q2 | $66.6K | Hold |
472
| – | – | 0.01% | 681 |
|
|
2024
Q1 | $74.9K | Buy |
472
+10
| +2% | +$1.59K | 0.01% | 634 |
|
|
2023
Q4 | $46.6K | Buy |
462
+108
| +31% | +$10.9K | ﹤0.01% | 775 |
|
|
2023
Q3 | $27.5K | Buy |
354
+14
| +4% | +$1.09K | ﹤0.01% | 910 |
|
|
2023
Q2 | $21.3K | Buy |
340
+64
| +23% | +$4.01K | ﹤0.01% | 1058 |
|
|
2023
Q1 | $16.8K | Sell |
276
-82
| -23% | -$4.99K | ﹤0.01% | 1160 |
|
|
2022
Q4 | $20.6K | Sell |
358
-42
| -11% | -$2.41K | ﹤0.01% | 1047 |
|
|
2022
Q3 | $24K | Sell |
400
-810
| -67% | -$48.6K | ﹤0.01% | 915 |
|
|
2022
Q2 | $67K | Buy |
1,210
+844
| +231% | +$46.7K | 0.01% | 561 |
|
|
2022
Q1 | $27K | Buy |
366
+50
| +16% | +$3.69K | ﹤0.01% | 892 |
|
|
2021
Q4 | $27K | Buy |
316
+74
| +31% | +$6.32K | ﹤0.01% | 921 |
|
|
2021
Q3 | $21K | Hold |
242
| – | – | 0.01% | 733 |
|
|
2021
Q2 | $19K | Sell |
242
-6
| -2% | -$471 | ﹤0.01% | 810 |
|
|
2021
Q1 | $22K | Buy |
248
+4
| +2% | +$355 | 0.01% | 726 |
|
|
2020
Q4 | $12K | Buy |
244
+12
| +5% | +$590 | ﹤0.01% | 850 |
|
|
2020
Q3 | $10K | Sell |
232
-14
| -6% | -$603 | ﹤0.01% | 849 |
|
|
2020
Q2 | $10K | Buy |
246
+160
| +186% | +$6.5K | ﹤0.01% | 841 |
|
|
2020
Q1 | $2K | Buy |
86
+50
| +139% | +$1.16K | ﹤0.01% | 1344 |
|
|
2019
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1460 |
|
|
2019
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1402 |
|
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 1346 |
|
|
2018
Q4 | $0 | Buy |
+36
| New | – | ﹤0.01% | 1463 |
|