MML Investors Services’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 | $1.8M | Buy |
10,988
+4,600
| +72% | +$751K | 0.01% | 1310 |
|
|
2025
Q1 | $1.01M | Sell |
6,388
-420
| -6% | -$66.4K | ﹤0.01% | 1562 |
|
|
2024
Q4 | $1.26M | Buy |
6,808
+619
| +10% | +$115K | ﹤0.01% | 1375 |
|
|
2024
Q3 | $959K | Sell |
6,189
-2,153
| -26% | -$334K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $1.18M | Sell |
8,342
-2,090
| -20% | -$295K | ﹤0.01% | 1316 |
|
|
2024
Q1 | $1.66M | Sell |
10,432
-3,860
| -27% | -$613K | 0.01% | 1146 |
|
|
2023
Q4 | $1.44M | Buy |
14,292
+3,554
| +33% | +$359K | 0.01% | 1161 |
|
|
2023
Q3 | $834K | Sell |
10,738
-4,858
| -31% | -$377K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $976K | Buy |
15,596
+728
| +5% | +$45.6K | 0.01% | 1237 |
|
|
2023
Q1 | $904K | Sell |
14,868
-6,468
| -30% | -$393K | 0.01% | 1120 |
|
|
2022
Q4 | $1.23M | Sell |
21,336
-8,416
| -28% | -$484K | 0.01% | 1037 |
|
|
2022
Q3 | $1.75M | Sell |
29,752
-3,022
| -9% | -$178K | 0.01% | 811 |
|
|
2022
Q2 | $1.82M | Buy |
32,774
+7,662
| +31% | +$425K | 0.01% | 792 |
|
|
2022
Q1 | $1.82M | Buy |
25,112
+2,364
| +10% | +$171K | 0.01% | 838 |
|
|
2021
Q4 | $1.92M | Buy |
22,748
+1,920
| +9% | +$162K | 0.01% | 782 |
|
|
2021
Q3 | $1.85M | Buy |
20,828
+2,362
| +13% | +$209K | 0.01% | 757 |
|
|
2021
Q2 | $1.47M | Sell |
18,466
-856
| -4% | -$68.3K | 0.01% | 845 |
|
|
2021
Q1 | $1.73M | Buy |
19,322
+9,646
| +100% | +$864K | 0.02% | 703 |
|
|
2020
Q4 | $493K | Sell |
9,676
-2,172
| -18% | -$111K | 0.01% | 1162 |
|
|
2020
Q3 | $536K | Sell |
11,848
-224
| -2% | -$10.1K | 0.01% | 1015 |
|
|
2020
Q2 | $495K | Buy |
+12,072
| New | +$495K | 0.01% | 1001 |
|
|
2020
Q1 | – | Sell |
-7,380
| Closed | -$271K | – | 1550 |
|
|
2019
Q4 | $271K | Sell |
7,380
-2,674
| -27% | -$98.2K | ﹤0.01% | 1289 |
|
|
2019
Q3 | $342K | Buy |
10,054
+2,976
| +42% | +$101K | 0.01% | 1116 |
|
|
2019
Q2 | $230K | Sell |
7,078
-240
| -3% | -$7.8K | ﹤0.01% | 1447 |
|
|
2019
Q1 | $206K | Sell |
7,318
-776
| -10% | -$21.8K | ﹤0.01% | 1474 |
|
|
2018
Q4 | $204K | Sell |
8,094
-10
| -0.1% | -$252 | ﹤0.01% | 1374 |
|
|
2018
Q3 | $266K | Buy |
+8,104
| New | +$266K | ﹤0.01% | 1333 |
|
|
2018
Q1 | – | Sell |
-11,552
| Closed | -$299K | – | 1469 |
|
|
2017
Q4 | $299K | Sell |
11,552
-4,576
| -28% | -$118K | 0.01% | 1086 |
|
|
2017
Q3 | $402K | Buy |
16,128
+1,228
| +8% | +$30.6K | 0.01% | 876 |
|
|
2017
Q2 | $361K | Buy |
14,900
+1,520
| +11% | +$36.8K | 0.01% | 899 |
|
|
2017
Q1 | $359K | Buy |
+13,380
| New | +$359K | 0.01% | 540 |
|