LPL Financial’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 | $11.8M | Buy |
72,089
+10,429
| +17% | +$1.7M | ﹤0.01% | 1603 |
|
|
2025
Q1 | $9.75M | Buy |
61,660
+2,688
| +5% | +$425K | ﹤0.01% | 1625 |
|
|
2024
Q4 | $10.9M | Sell |
58,972
-479
| -0.8% | -$88.7K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $9.21M | Sell |
59,451
-2,221
| -4% | -$344K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $8.71M | Buy |
61,672
+184
| +0.3% | +$26K | ﹤0.01% | 1464 |
|
|
2024
Q1 | $9.76M | Sell |
61,488
-12,546
| -17% | -$1.99M | 0.01% | 1344 |
|
|
2023
Q4 | $7.47M | Sell |
74,034
-9,972
| -12% | -$1.01M | ﹤0.01% | 1429 |
|
|
2023
Q3 | $6.53M | Buy |
84,006
+19,906
| +31% | +$1.55M | ﹤0.01% | 1440 |
|
|
2023
Q2 | $4.01M | Buy |
64,100
+2,192
| +4% | +$137K | ﹤0.01% | 1711 |
|
|
2023
Q1 | $3.77M | Buy |
61,908
+12,848
| +26% | +$782K | ﹤0.01% | 1684 |
|
|
2022
Q4 | $2.82M | Sell |
49,060
-2,396
| -5% | -$138K | ﹤0.01% | 1813 |
|
|
2022
Q3 | $3.03M | Sell |
51,456
-20,478
| -28% | -$1.21M | ﹤0.01% | 1701 |
|
|
2022
Q2 | $3.99M | Sell |
71,934
-28,574
| -28% | -$1.59M | ﹤0.01% | 1545 |
|
|
2022
Q1 | $7.29M | Buy |
100,508
+19,196
| +24% | +$1.39M | 0.01% | 1187 |
|
|
2021
Q4 | $6.88M | Buy |
81,312
+9,796
| +14% | +$828K | 0.01% | 1240 |
|
|
2021
Q3 | $6.34M | Sell |
71,516
-796
| -1% | -$70.6K | 0.01% | 1226 |
|
|
2021
Q2 | $5.77M | Buy |
72,312
+19,462
| +37% | +$1.55M | 0.01% | 1238 |
|
|
2021
Q1 | $4.74M | Buy |
52,850
+5,826
| +12% | +$522K | 0.01% | 1266 |
|
|
2020
Q4 | $2.39M | Buy |
47,024
+1,578
| +3% | +$80.3K | ﹤0.01% | 1555 |
|
|
2020
Q3 | $2.06M | Buy |
45,446
+25,712
| +130% | +$1.16M | ﹤0.01% | 1430 |
|
|
2020
Q2 | $809K | Buy |
19,734
+7,262
| +58% | +$298K | ﹤0.01% | 1991 |
|
|
2020
Q1 | $265K | Sell |
12,472
-50,230
| -80% | -$1.07M | ﹤0.01% | 2590 |
|
|
2019
Q4 | $2.3M | Buy |
62,702
+20
| +0% | +$734 | ﹤0.01% | 1263 |
|
|
2019
Q3 | $2.13M | Sell |
62,682
-34,764
| -36% | -$1.18M | ﹤0.01% | 1217 |
|
|
2019
Q2 | $3.17M | Buy |
97,446
+85,132
| +691% | +$2.77M | 0.01% | 988 |
|
|
2019
Q1 | $346K | Sell |
12,314
-390
| -3% | -$11K | ﹤0.01% | 2511 |
|
|
2018
Q4 | $320K | Sell |
12,704
-430
| -3% | -$10.8K | ﹤0.01% | 2399 |
|
|
2018
Q3 | $432K | Sell |
13,134
-2,028
| -13% | -$66.7K | ﹤0.01% | 2347 |
|
|
2018
Q2 | $465K | Sell |
15,162
-1,550
| -9% | -$47.5K | ﹤0.01% | 2243 |
|
|
2018
Q1 | $441K | Buy |
16,712
+3,142
| +23% | +$82.9K | ﹤0.01% | 2251 |
|
|
2017
Q4 | $351K | Buy |
13,570
+2,748
| +25% | +$71.1K | ﹤0.01% | 2340 |
|
|
2017
Q3 | $270K | Sell |
10,822
-3,180
| -23% | -$79.3K | ﹤0.01% | 2439 |
|
|
2017
Q2 | $340K | Buy |
+14,002
| New | +$340K | ﹤0.01% | 2171 |
|
|
2016
Q2 | – | Sell |
-24,622
| Closed | -$685K | – | 3005 |
|
|
2016
Q1 | $685K | Sell |
24,622
-14,856
| -38% | -$413K | ﹤0.01% | 1953 |
|
|
2015
Q4 | $1.14M | Buy |
39,478
+15,946
| +68% | +$460K | ﹤0.01% | 1577 |
|
|
2015
Q3 | $919K | Buy |
23,532
+216
| +0.9% | +$8.44K | 0.01% | 1297 |
|
|
2015
Q2 | $966K | Buy |
23,316
+2,774
| +14% | +$115K | ﹤0.01% | 1395 |
|
|
2015
Q1 | $809K | Buy |
20,542
+480
| +2% | +$18.9K | ﹤0.01% | 1513 |
|
|
2014
Q4 | $759K | Buy |
20,062
+3,370
| +20% | +$127K | ﹤0.01% | 1506 |
|
|
2014
Q3 | $547K | Sell |
16,692
-4,020
| -19% | -$132K | ﹤0.01% | 1714 |
|
|
2014
Q2 | $743K | Sell |
20,712
-380
| -2% | -$13.6K | ﹤0.01% | 1532 |
|
|
2014
Q1 | $703K | Buy |
21,092
+4,430
| +27% | +$148K | ﹤0.01% | 1491 |
|
|
2013
Q4 | $486K | Buy |
16,662
+406
| +2% | +$11.8K | ﹤0.01% | 1746 |
|
|
2013
Q3 | $433K | Sell |
16,256
-33,478
| -67% | -$892K | ﹤0.01% | 1752 |
|
|
2013
Q2 | $1.39M | Buy |
+49,734
| New | +$1.39M | 0.01% | 927 |
|