RFG Advisory’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 | $454K | Buy |
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|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $546K | Sell |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $807K | Sell |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $987K | Sell |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $467K | Sell |
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|
2022
Q2 | $717K | Sell |
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|
2022
Q1 | $721K | Hold |
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|
2021
Q4 | $841K | Sell |
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|
2021
Q3 | $925K | Sell |
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|
2021
Q2 | $841K | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $654K | Sell |
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|
2020
Q3 | $750K | Sell |
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|
2020
Q2 | $692K | Buy |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $500K | Buy |
|