Strategic 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 | $1.48M | Sell |
9,088
-804
| -8% | -$131K | 0.14% | 74 |
|
|
2025
Q1 | $1.56M | Sell |
9,892
-138
| -1% | -$21.8K | 0.17% | 77 |
|
|
2024
Q4 | $1.86M | Sell |
10,030
-395
| -4% | -$73.1K | 0.2% | 70 |
|
|
2024
Q3 | $1.62M | Buy |
10,425
+353
| +4% | +$54.7K | 0.18% | 77 |
|
|
2024
Q2 | $1.42M | Sell |
10,072
-190
| -2% | -$26.8K | 0.17% | 78 |
|
|
2024
Q1 | $1.63M | Sell |
10,262
-284
| -3% | -$45.1K | 0.21% | 70 |
|
|
2023
Q4 | $1.06M | Sell |
10,546
-354
| -3% | -$35.7K | 0.15% | 92 |
|
|
2023
Q3 | $847K | Sell |
10,900
-9,736
| -47% | -$757K | 0.14% | 107 |
|
|
2023
Q2 | $1.29M | Buy |
20,636
+10,762
| +109% | +$673K | 0.18% | 58 |
|
|
2023
Q1 | $601K | Buy |
9,874
+408
| +4% | +$24.8K | 0.11% | 140 |
|
|
2022
Q4 | $544K | Buy |
9,466
+140
| +2% | +$8.05K | 0.11% | 146 |
|
|
2022
Q3 | $549K | Sell |
9,326
-344
| -4% | -$20.3K | 0.12% | 128 |
|
|
2022
Q2 | $536K | Buy |
9,670
+434
| +5% | +$24.1K | 0.11% | 146 |
|
|
2022
Q1 | $670K | Buy |
9,236
+66
| +0.7% | +$4.79K | 0.13% | 134 |
|
|
2021
Q4 | $775K | Buy |
9,170
+158
| +2% | +$13.4K | 0.15% | 132 |
|
|
2021
Q3 | $799K | Buy |
9,012
+576
| +7% | +$51.1K | 0.18% | 121 |
|
|
2021
Q2 | $673K | Buy |
8,436
+936
| +12% | +$74.7K | 0.15% | 134 |
|
|
2021
Q1 | $672K | Buy |
+7,500
| New | +$672K | 0.17% | 104 |
|