Prospera Financial Services’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 | $883K | Sell |
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|
2025
Q2 | $739K | Sell |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $892K | Buy |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $681K | Sell |
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|
2024
Q1 | $782K | Sell |
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $447K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $990K | Buy |
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|
2020
Q3 | $90K | Buy |
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