Plante Moran Financial Advisors’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116K | Hold |
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|
2025
Q2 | $97K | Hold |
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|
2025
Q1 | $93.9K | Hold |
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|
2024
Q4 | $110K | Hold |
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|
2024
Q3 | $92K | Hold |
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|
2024
Q2 | $83.9K | Hold |
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|
2024
Q1 | $94.3K | Buy |
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|
2023
Q4 | $57.3K | Hold |
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|
2023
Q3 | $44.1K | Hold |
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|
2023
Q2 | $35.5K | Hold |
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|
2023
Q1 | $34.6K | Hold |
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|
2022
Q4 | $32.6K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $51K | Sell |
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|
2020
Q4 | $29K | Sell |
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|
2020
Q3 | $30K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $29K | Hold |
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|
2015
Q2 | $31K | Hold |
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|
2015
Q1 | $30K | Hold |
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|
2014
Q4 | $29K | Hold |
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|
2014
Q3 | $25K | Hold |
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|
2014
Q2 | $27K | Buy |
|