Private Advisor Group’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
Q2 | $1.28M | Buy |
|
|||||
|
2025
Q1 | $1.2M | Buy |
|
|||||
|
2024
Q4 | $1.36M | Sell |
|
|||||
|
2024
Q3 | $1.14M | Sell |
|
|||||
|
2024
Q2 | $1.04M | Buy |
|
|||||
|
2024
Q1 | $1.04M | Sell |
|
|||||
|
2023
Q4 | $661K | Buy |
|
|||||
|
2023
Q3 | $428K | Buy |
|
|||||
|
2023
Q2 | $339K | Buy |
|
|||||
|
2023
Q1 | $325K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $299K | Sell |
|
|||||
|
2022
Q2 | $414K | Buy |
|
|||||
|
2022
Q1 | $456K | Sell |
|
|||||
|
2021
Q4 | $552K | Buy |
|
|||||
|
2021
Q3 | $555K | Sell |
|
|||||
|
2021
Q2 | $1.12M | Buy |
|
|||||
|
2021
Q1 | $601K | Sell |
|
|||||
|
2020
Q4 | $369K | Buy |
|
|||||
|
2020
Q3 | $316K | Buy |
|
|||||
|
2020
Q2 | $269K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.05M | Buy |
|
|||||
|
2019
Q3 | $282K | Sell |
|
|||||
|
2019
Q2 | $274K | Sell |
|
|||||
|
2019
Q1 | $255K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $278K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $488K | Buy |
|
|||||
|
2015
Q2 | $272K | Buy |
|
|||||
|
2015
Q1 | $253K | Buy |
|