Plante Moran Financial Advisors’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 | $97K | Hold |
594
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $93.9K | Hold |
594
| – | – | 0.01% | 254 |
|
|
2024
Q4 | $110K | Hold |
594
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $92K | Hold |
594
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $83.9K | Hold |
594
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $94.3K | Buy |
594
+26
| +5% | +$4.13K | 0.01% | 257 |
|
|
2023
Q4 | $57.3K | Hold |
568
| – | – | 0.01% | 305 |
|
|
2023
Q3 | $44.1K | Hold |
568
| – | – | 0.01% | 307 |
|
|
2023
Q2 | $35.5K | Hold |
568
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $34.6K | Hold |
568
| – | – | ﹤0.01% | 348 |
|
|
2022
Q4 | $32.6K | Hold |
568
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $33K | Hold |
568
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $32K | Hold |
568
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $41K | Hold |
568
| – | – | 0.01% | 363 |
|
|
2021
Q4 | $48K | Hold |
568
| – | – | 0.01% | 376 |
|
|
2021
Q3 | $50K | Hold |
568
| – | – | 0.01% | 385 |
|
|
2021
Q2 | $45K | Hold |
568
| – | – | 0.01% | 398 |
|
|
2021
Q1 | $51K | Sell |
568
-10
| -2% | -$898 | 0.01% | 363 |
|
|
2020
Q4 | $29K | Sell |
578
-90
| -13% | -$4.52K | 0.01% | 450 |
|
|
2020
Q3 | $30K | Buy |
+668
| New | +$30K | 0.01% | 412 |
|
|
2017
Q1 | – | Sell |
-132
| Closed | -$3K | – | 1046 |
|
|
2016
Q4 | $3K | Buy |
+132
| New | +$3K | ﹤0.01% | 820 |
|
|
2016
Q1 | – | Sell |
-760
| Closed | -$22K | – | 1048 |
|
|
2015
Q4 | $22K | Hold |
760
| – | – | 0.02% | 435 |
|
|
2015
Q3 | $29K | Hold |
760
| – | – | 0.02% | 337 |
|
|
2015
Q2 | $31K | Hold |
760
| – | – | 0.02% | 365 |
|
|
2015
Q1 | $30K | Hold |
760
| – | – | 0.02% | 352 |
|
|
2014
Q4 | $29K | Hold |
760
| – | – | 0.02% | 360 |
|
|
2014
Q3 | $25K | Hold |
760
| – | – | 0.02% | 371 |
|
|
2014
Q2 | $27K | Buy |
+760
| New | +$27K | 0.02% | 340 |
|