Regions Financial Corp’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 | $303K | Buy |
1,853
+230
| +14% | +$37.6K | ﹤0.01% | 712 |
|
2025
Q1 | $257K | Buy |
1,623
+76
| +5% | +$12K | ﹤0.01% | 735 |
|
2024
Q4 | $286K | Sell |
1,547
-113
| -7% | -$20.9K | ﹤0.01% | 711 |
|
2024
Q3 | $257K | Hold |
1,660
| – | – | ﹤0.01% | 749 |
|
2024
Q2 | $234K | Sell |
1,660
-16
| -1% | -$2.26K | ﹤0.01% | 750 |
|
2024
Q1 | $266K | Buy |
+1,676
| New | +$266K | ﹤0.01% | 732 |
|
2022
Q2 | – | Sell |
-5,660
| Closed | -$411K | – | 914 |
|
2022
Q1 | $411K | Buy |
5,660
+206
| +4% | +$15K | ﹤0.01% | 666 |
|
2021
Q4 | $461K | Sell |
5,454
-316
| -5% | -$26.7K | ﹤0.01% | 661 |
|
2021
Q3 | $512K | Sell |
5,770
-346
| -6% | -$30.7K | ﹤0.01% | 611 |
|
2021
Q2 | $488K | Buy |
6,116
+1,706
| +39% | +$136K | ﹤0.01% | 613 |
|
2021
Q1 | $395K | Sell |
4,410
-990
| -18% | -$88.7K | ﹤0.01% | 637 |
|
2020
Q4 | $275K | Sell |
5,400
-806
| -13% | -$41K | ﹤0.01% | 709 |
|
2020
Q3 | $281K | Sell |
6,206
-6,358
| -51% | -$288K | ﹤0.01% | 655 |
|
2020
Q2 | $515K | Sell |
12,564
-26,704
| -68% | -$1.09M | 0.01% | 523 |
|
2020
Q1 | $834K | Sell |
39,268
-157,992
| -80% | -$3.36M | 0.01% | 407 |
|
2019
Q4 | $7.24M | Sell |
197,260
-414,786
| -68% | -$15.2M | 0.08% | 176 |
|
2019
Q3 | $20.8M | Sell |
612,046
-1,032
| -0.2% | -$35.1K | 0.23% | 111 |
|
2019
Q2 | $19.9M | Buy |
613,078
+31,154
| +5% | +$1.01M | 0.22% | 109 |
|
2019
Q1 | $16.4M | Buy |
581,924
+116,990
| +25% | +$3.29M | 0.19% | 119 |
|
2018
Q4 | $11.7M | Buy |
+464,934
| New | +$11.7M | 0.15% | 130 |
|
2018
Q1 | – | Sell |
-540
| Closed | -$14K | – | 2104 |
|
2017
Q4 | $14K | Buy |
+540
| New | +$14K | ﹤0.01% | 1608 |
|