Signature Wealth Management Group’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
Q2 | $2.51M | Buy |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.78M | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3.52M | Buy |
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|
2019
Q1 | $3.03M | Sell |
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|
2018
Q4 | $2.75M | Sell |
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|
2018
Q3 | $3.14M | Sell |
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|
2018
Q2 | $3.91M | Buy |
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