Northwestern Mutual Wealth Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
1,350
+77
| +6% | +$12.6K | ﹤0.01% | 1694 |
|
|
2025
Q1 | $201K | Sell |
1,273
-1,052
| -45% | -$166K | ﹤0.01% | 1659 |
|
|
2024
Q4 | $430K | Buy |
2,325
+108
| +5% | +$20K | ﹤0.01% | 1382 |
|
|
2024
Q3 | $343K | Buy |
2,217
+578
| +35% | +$89.5K | ﹤0.01% | 1442 |
|
|
2024
Q2 | $463K | Buy |
1,639
+433
| +36% | +$122K | ﹤0.01% | 1278 |
|
|
2024
Q1 | $383K | Sell |
1,206
-145
| -11% | -$46.1K | ﹤0.01% | 1323 |
|
|
2023
Q4 | $273K | Sell |
1,351
-55
| -4% | -$11.1K | ﹤0.01% | 1405 |
|
|
2023
Q3 | $218K | Sell |
1,406
-109
| -7% | -$16.9K | ﹤0.01% | 1432 |
|
|
2023
Q2 | $190K | Sell |
1,515
-1,118
| -42% | -$140K | ﹤0.01% | 1490 |
|
|
2023
Q1 | $320K | Sell |
2,633
-2,204
| -46% | -$268K | ﹤0.01% | 1276 |
|
|
2022
Q4 | $556K | Buy |
4,837
+388
| +9% | +$44.6K | ﹤0.01% | 1066 |
|
|
2022
Q3 | $525K | Sell |
4,449
-235
| -5% | -$27.7K | ﹤0.01% | 1022 |
|
|
2022
Q2 | $520K | Buy |
4,684
+1,059
| +29% | +$118K | ﹤0.01% | 1030 |
|
|
2022
Q1 | $526K | Buy |
3,625
+1,793
| +98% | +$260K | ﹤0.01% | 1064 |
|
|
2021
Q4 | $310K | Buy |
1,832
+1,471
| +407% | +$249K | ﹤0.01% | 1272 |
|
|
2021
Q3 | $64K | Sell |
361
-117
| -24% | -$20.7K | ﹤0.01% | 1818 |
|
|
2021
Q2 | $76K | Sell |
478
-144
| -23% | -$22.9K | ﹤0.01% | 1717 |
|
|
2021
Q1 | $112K | Buy |
622
+173
| +39% | +$31.2K | ﹤0.01% | 1445 |
|
|
2020
Q4 | $46K | Sell |
449
-360
| -44% | -$36.9K | ﹤0.01% | 1677 |
|
|
2020
Q3 | $73K | Sell |
809
-290
| -26% | -$26.2K | ﹤0.01% | 1385 |
|
|
2020
Q2 | $90K | Sell |
1,099
-405
| -27% | -$33.2K | ﹤0.01% | 1255 |
|
|
2020
Q1 | $64K | Buy |
1,504
+644
| +75% | +$27.4K | ﹤0.01% | 1288 |
|
|
2019
Q4 | $63K | Sell |
860
-1,332
| -61% | -$97.6K | ﹤0.01% | 1380 |
|
|
2019
Q3 | $149K | Sell |
2,192
-234
| -10% | -$15.9K | ﹤0.01% | 1002 |
|
|
2019
Q2 | $158K | Buy |
2,426
+150
| +7% | +$9.77K | ﹤0.01% | 954 |
|
|
2019
Q1 | $128K | Sell |
2,276
-100
| -4% | -$5.62K | ﹤0.01% | 999 |
|
|
2018
Q4 | $120K | Sell |
2,376
-525
| -18% | -$26.5K | ﹤0.01% | 942 |
|
|
2018
Q3 | $191K | Sell |
2,901
-527
| -15% | -$34.7K | ﹤0.01% | 817 |
|
|
2018
Q2 | $210K | Sell |
3,428
-3,436
| -50% | -$210K | ﹤0.01% | 760 |
|
|
2018
Q1 | $362K | Sell |
6,864
-645
| -9% | -$34K | ﹤0.01% | 584 |
|
|
2017
Q4 | $388K | Sell |
7,509
-99
| -1% | -$5.12K | ﹤0.01% | 559 |
|
|
2017
Q3 | $379K | Buy |
7,608
+239
| +3% | +$11.9K | ﹤0.01% | 534 |
|
|
2017
Q2 | $357K | Sell |
7,369
-250
| -3% | -$12.1K | ﹤0.01% | 544 |
|
|
2017
Q1 | $409K | Sell |
7,619
-119,063
| -94% | -$6.39M | ﹤0.01% | 500 |
|
|
2016
Q4 | $6.13M | Buy |
126,682
+19,228
| +18% | +$930K | 0.07% | 157 |
|
|
2016
Q3 | $5.49M | Buy |
107,454
+103,327
| +2,504% | +$5.28M | 0.36% | 67 |
|
|
2016
Q2 | $216K | Buy |
4,127
+3,577
| +650% | +$187K | ﹤0.01% | 571 |
|
|
2016
Q1 | $30K | Buy |
550
+457
| +491% | +$24.9K | ﹤0.01% | 1054 |
|
|
2015
Q4 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 1318 |
|
|
2015
Q3 | – | Sell |
-80
| Closed | -$7K | – | 1855 |
|
|
2015
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 1074 |
|
|
2015
Q1 | $6K | Sell |
80
-10
| -11% | -$750 | ﹤0.01% | 1161 |
|
|
2014
Q4 | $7K | Hold |
90
| – | – | ﹤0.01% | 1207 |
|
|
2014
Q3 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 1014 |
|