Soltis Investment Advisors’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 | $3.96M | Buy |
24,245
+8,592
| +55% | +$1.4M | 0.31% | 81 |
|
|
2025
Q1 | $2.47M | Sell |
15,653
-226
| -1% | -$35.7K | 0.22% | 110 |
|
|
2024
Q4 | $2.94M | Buy |
15,879
+577
| +4% | +$107K | 0.27% | 100 |
|
|
2024
Q3 | $2.37M | Sell |
15,302
-7,888
| -34% | -$1.22M | 0.23% | 110 |
|
|
2024
Q2 | $3.27M | Sell |
23,190
-9,952
| -30% | -$1.41M | 0.35% | 83 |
|
|
2024
Q1 | $5.26M | Sell |
33,142
-11,680
| -26% | -$1.85M | 0.59% | 57 |
|
|
2023
Q4 | $4.52M | Sell |
44,822
-15,904
| -26% | -$1.6M | 0.51% | 64 |
|
|
2023
Q3 | $4.72M | Buy |
60,726
+17,964
| +42% | +$1.4M | 0.61% | 53 |
|
|
2023
Q2 | $2.68M | Buy |
42,762
+5,666
| +15% | +$355K | 0.31% | 86 |
|
|
2023
Q1 | $2.26M | Buy |
37,096
+5,928
| +19% | +$361K | 0.29% | 101 |
|
|
2022
Q4 | $1.79M | Buy |
31,168
+14,764
| +90% | +$848K | 0.24% | 106 |
|
|
2022
Q3 | $967K | Buy |
16,404
+4,306
| +36% | +$254K | 0.15% | 129 |
|
|
2022
Q2 | $671K | Buy |
+12,098
| New | +$671K | 0.1% | 147 |
|