Stifel Financial’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 | $2.9M | Sell |
17,736
-1,487
| -8% | -$243K | ﹤0.01% | 1582 |
|
|
2025
Q1 | $3.04M | Sell |
19,223
-1,070
| -5% | -$169K | ﹤0.01% | 1471 |
|
|
2024
Q4 | $3.76M | Buy |
20,293
+758
| +4% | +$140K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $3.03M | Sell |
19,535
-517
| -3% | -$80.1K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $2.83M | Sell |
20,052
-114
| -0.6% | -$16.1K | ﹤0.01% | 1487 |
|
|
2024
Q1 | $3.2M | Sell |
20,166
-11,832
| -37% | -$1.88M | ﹤0.01% | 1402 |
|
|
2023
Q4 | $3.23M | Buy |
31,998
+3,452
| +12% | +$348K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $2.22M | Sell |
28,546
-2,534
| -8% | -$197K | ﹤0.01% | 1521 |
|
|
2023
Q2 | $1.94M | Sell |
31,080
-1,320
| -4% | -$82.6K | ﹤0.01% | 1646 |
|
|
2023
Q1 | $1.97M | Sell |
32,400
-4,972
| -13% | -$302K | ﹤0.01% | 1574 |
|
|
2022
Q4 | $2.15M | Sell |
37,372
-1,788
| -5% | -$103K | ﹤0.01% | 1475 |
|
|
2022
Q3 | $2.31M | Sell |
39,160
-44,506
| -53% | -$2.62M | ﹤0.01% | 1368 |
|
|
2022
Q2 | $4.64M | Buy |
83,666
+56,468
| +208% | +$3.13M | 0.01% | 1008 |
|
|
2022
Q1 | $1.97M | Sell |
27,198
-36,244
| -57% | -$2.63M | ﹤0.01% | 1625 |
|
|
2021
Q4 | $5.37M | Buy |
63,442
+18,310
| +41% | +$1.55M | 0.01% | 1040 |
|
|
2021
Q3 | $4M | Sell |
45,132
-13,330
| -23% | -$1.18M | 0.01% | 1138 |
|
|
2021
Q2 | $4.67M | Sell |
58,462
-1,920
| -3% | -$153K | 0.01% | 1059 |
|
|
2021
Q1 | $5.41M | Sell |
60,382
-11,662
| -16% | -$1.05M | 0.01% | 913 |
|
|
2020
Q4 | $3.67M | Buy |
72,044
+8,504
| +13% | +$433K | 0.01% | 1027 |
|
|
2020
Q3 | $2.87M | Sell |
63,540
-57,608
| -48% | -$2.6M | 0.01% | 1036 |
|
|
2020
Q2 | $4.97M | Sell |
121,148
-76,260
| -39% | -$3.13M | 0.01% | 728 |
|
|
2020
Q1 | $4.22M | Sell |
197,408
-63,584
| -24% | -$1.36M | 0.01% | 721 |
|
|
2019
Q4 | $9.59M | Sell |
260,992
-3,208
| -1% | -$118K | 0.02% | 616 |
|
|
2019
Q3 | $8.98M | Sell |
264,200
-50,134
| -16% | -$1.7M | 0.02% | 604 |
|
|
2019
Q2 | $10.2M | Buy |
314,334
+91,850
| +41% | +$2.98M | 0.03% | 562 |
|
|
2019
Q1 | $6.27M | Sell |
222,484
-93,946
| -30% | -$2.65M | 0.02% | 707 |
|
|
2018
Q4 | $7.98M | Sell |
316,430
-2,340
| -0.7% | -$59K | 0.03% | 560 |
|
|
2018
Q3 | $10.5M | Buy |
318,770
+58,972
| +23% | +$1.94M | 0.03% | 523 |
|
|
2018
Q2 | $7.98M | Sell |
259,798
-688,562
| -73% | -$21.1M | 0.02% | 619 |
|
|
2018
Q1 | $25M | Sell |
948,360
-36,772
| -4% | -$970K | 0.08% | 255 |
|
|
2017
Q4 | $25.5M | Sell |
985,132
-139,660
| -12% | -$3.61M | 0.08% | 255 |
|
|
2017
Q3 | $27.9M | Buy |
1,124,792
+186,458
| +20% | +$4.63M | 0.1% | 222 |
|
|
2017
Q2 | $22.7M | Buy |
938,334
+556,788
| +146% | +$13.5M | 0.08% | 245 |
|
|
2017
Q1 | $10.2M | Sell |
381,546
-485,592
| -56% | -$13M | 0.04% | 455 |
|
|
2016
Q4 | $21M | Sell |
867,138
-38,114
| -4% | -$923K | 0.09% | 238 |
|
|
2016
Q3 | $23.1M | Buy |
905,252
+60,578
| +7% | +$1.55M | 0.1% | 214 |
|
|
2016
Q2 | $22M | Buy |
844,674
+811,844
| +2,473% | +$21.2M | 0.1% | 213 |
|
|
2016
Q1 | $897K | Sell |
32,830
-1,302
| -4% | -$35.6K | ﹤0.01% | 1278 |
|
|
2015
Q4 | $996K | Sell |
34,132
-1,168
| -3% | -$34.1K | 0.01% | 1303 |
|
|
2015
Q3 | $1.35M | Sell |
35,300
-1,038
| -3% | -$39.6K | 0.01% | 1092 |
|
|
2015
Q2 | $1.49M | Buy |
36,338
+2,936
| +9% | +$120K | 0.01% | 1157 |
|
|
2015
Q1 | $1.33M | Buy |
33,402
+8,136
| +32% | +$324K | 0.01% | 1146 |
|
|
2014
Q4 | $956K | Buy |
25,266
+376
| +2% | +$14.2K | 0.01% | 1294 |
|
|
2014
Q3 | $828K | Sell |
24,890
-324
| -1% | -$10.8K | 0.01% | 1233 |
|
|
2014
Q2 | $905K | Buy |
25,214
+12
| +0% | +$431 | 0.01% | 1175 |
|
|
2014
Q1 | $840K | Buy |
+25,202
| New | +$840K | 0.01% | 1165 |
|