TD Private Client Wealth’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 | $8.33K | Buy |
51
+24
| +89% | +$3.92K | ﹤0.01% | 1073 |
|
|
2025
Q1 | $4.27K | Buy |
+27
| New | +$4.27K | ﹤0.01% | 1105 |
|
|
2024
Q4 | – | Sell |
-12
| Closed | -$1.86K | – | 1353 |
|
|
2024
Q3 | $1.86K | Hold |
12
| – | – | ﹤0.01% | 1193 |
|
|
2024
Q2 | $1.69K | Buy |
+12
| New | +$1.69K | ﹤0.01% | 1143 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$730 | – | 1290 |
|
|
2023
Q1 | $730 | Hold |
12
| – | – | ﹤0.01% | 1209 |
|
|
2022
Q4 | $690 | Sell |
12
-80
| -87% | -$4.6K | ﹤0.01% | 1164 |
|
|
2022
Q3 | $5.42K | Buy |
92
+52
| +130% | +$3.06K | ﹤0.01% | 1052 |
|
|
2022
Q2 | $2.22K | Buy |
40
+8
| +25% | +$444 | ﹤0.01% | 1125 |
|
|
2022
Q1 | $2.32K | Sell |
32
-6
| -16% | -$435 | ﹤0.01% | 1154 |
|
|
2021
Q4 | $3.21K | Buy |
38
+6
| +19% | +$507 | ﹤0.01% | 978 |
|
|
2021
Q3 | $2.84K | Hold |
32
| – | – | ﹤0.01% | 1004 |
|
|
2021
Q2 | $2.55K | Sell |
32
-3,386
| -99% | -$270K | ﹤0.01% | 1015 |
|
|
2021
Q1 | $306K | Sell |
3,418
-2,064
| -38% | -$185K | 0.01% | 453 |
|
|
2020
Q4 | $279K | Sell |
5,482
-438
| -7% | -$22.3K | 0.01% | 445 |
|
|
2020
Q3 | $268K | Sell |
5,920
-116
| -2% | -$5.25K | 0.02% | 421 |
|
|
2020
Q2 | $248K | Buy |
6,036
+3,510
| +139% | +$144K | 0.01% | 429 |
|
|
2020
Q1 | $53.7K | Buy |
+2,526
| New | +$53.7K | ﹤0.01% | 567 |
|