SWMG
Signature Wealth Management Group’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
15,342
+206
| +1% | +$33.7K | 0.99% | 42 |
|
|
2025
Q1 | $2.39M | Sell |
15,136
-76
| -0.5% | -$12K | 0.93% | 41 |
|
|
2024
Q4 | $2.82M | Buy |
15,212
+3,286
| +28% | +$609K | 1.13% | 37 |
|
|
2024
Q3 | $1.85M | Buy |
11,926
+6,069
| +104% | +$940K | 0.74% | 48 |
|
|
2024
Q2 | $1.65M | Sell |
5,857
-52
| -0.9% | -$14.7K | 0.72% | 55 |
|
|
2024
Q1 | $1.65M | Sell |
5,909
-1,687
| -22% | -$471K | 0.75% | 47 |
|
|
2023
Q4 | $1.53M | Buy |
+7,596
| New | +$1.53M | 0.71% | 50 |
|
|
2023
Q2 | $1.23M | Sell |
9,856
-369
| -4% | -$46.2K | 0.57% | 60 |
|
|
2023
Q1 | $1.24M | Sell |
10,225
-3,431
| -25% | -$417K | 0.59% | 57 |
|
|
2022
Q4 | $1.57M | Sell |
13,656
-1,449
| -10% | -$167K | 0.77% | 47 |
|
|
2022
Q3 | $1.78M | Sell |
15,105
-216
| -1% | -$25.5K | 0.9% | 46 |
|
|
2022
Q2 | $1.7M | Buy |
15,321
+566
| +4% | +$62.8K | 0.83% | 56 |
|
|
2022
Q1 | $2.14M | Buy |
14,755
+5,067
| +52% | +$735K | 0.96% | 54 |
|
|
2021
Q4 | $1.64M | Buy |
+9,688
| New | +$1.64M | 0.83% | 56 |
|
|
2020
Q1 | – | Sell |
-2,733
| Closed | -$201K | – | 87 |
|
|
2019
Q4 | $201K | Buy |
+2,733
| New | +$201K | 0.13% | 80 |
|
|
2019
Q3 | – | Sell |
-54,331
| Closed | -$3.52M | – | 81 |
|
|
2019
Q2 | $3.52M | Buy |
54,331
+442
| +0.8% | +$28.7K | 2.35% | 13 |
|
|
2019
Q1 | $3.03M | Sell |
53,889
-690
| -1% | -$38.8K | 2.12% | 20 |
|
|
2018
Q4 | $2.75M | Sell |
54,579
-864
| -2% | -$43.6K | 2.14% | 21 |
|
|
2018
Q3 | $3.14M | Sell |
55,443
-8,240
| -13% | -$467K | 2.33% | 13 |
|
|
2018
Q2 | $3.91M | Buy |
+63,683
| New | +$3.91M | 2.89% | 5 |
|