Prospera Financial 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 | $739K | Sell |
4,524
-70
| -2% | -$11.4K | 0.01% | 763 |
|
|
2025
Q1 | $726K | Sell |
4,594
-225
| -5% | -$35.6K | 0.02% | 652 |
|
|
2024
Q4 | $892K | Buy |
4,819
+19
| +0.4% | +$3.52K | 0.02% | 579 |
|
|
2024
Q3 | $744K | Sell |
4,800
-26
| -0.5% | -$4.03K | 0.02% | 594 |
|
|
2024
Q2 | $681K | Sell |
4,826
-98
| -2% | -$13.8K | 0.02% | 605 |
|
|
2024
Q1 | $782K | Sell |
4,924
-416
| -8% | -$66K | 0.02% | 563 |
|
|
2023
Q4 | $539K | Sell |
5,340
-416
| -7% | -$42K | 0.02% | 635 |
|
|
2023
Q3 | $447K | Buy |
+5,756
| New | +$447K | 0.02% | 654 |
|
|
2022
Q4 | – | Sell |
-4,440
| Closed | -$262K | – | 965 |
|
|
2022
Q3 | $262K | Buy |
4,440
+636
| +17% | +$37.5K | 0.01% | 693 |
|
|
2022
Q2 | $212K | Sell |
3,804
-1,678
| -31% | -$93.5K | 0.01% | 720 |
|
|
2022
Q1 | $397K | Buy |
5,482
+226
| +4% | +$16.4K | 0.02% | 658 |
|
|
2021
Q4 | $444K | Buy |
+5,256
| New | +$444K | 0.02% | 608 |
|
|
2021
Q1 | – | Sell |
-19,438
| Closed | -$990K | – | 781 |
|
|
2020
Q4 | $990K | Buy |
19,438
+17,438
| +872% | +$888K | 0.07% | 299 |
|
|
2020
Q3 | $90K | Buy |
+2,000
| New | +$90K | 0.03% | 434 |
|