Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
WSM holding history
Williams Sonoma Inc in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WSM overviewAll 13F holders of WSMFull Q2 2025 holdings
- Shares (Q2 2025)
- 1,318
- Value
- $226.1K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 1,318 | $226.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,318 | $208.4K | <0.1% | −1,353−50.7% | Reduced | Holders |
| Q4 2024 | 2,671 | $494.6K | <0.1% | +1,228+85.1% | Added | Holders |
| Q3 2024 | 1,443 | $223.6K | <0.1% | −349−19.5% | ReducedConverted for a 2-for-1 split | Holders |
| Q2 2024 | 896 | $253.0K | <0.1% | −191−17.6% | Reduced | Holders |
| Q1 2024 | 1,087 | $345.2K | <0.1% | +1,087 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −1,439−100.0% | Sold out | Holders |
| Q3 2023 | 1,439 | $223.6K | <0.1% | −2,495−63.4% | Reduced | Holders |
| Q2 2023 | 3,934 | $492.2K | <0.1% | −790−16.7% | Reduced | Holders |
| Q1 2023 | 4,724 | $574.7K | <0.1% | −249−5.0% | Reduced | Holders |
| Q4 2022 | 4,973 | $571.5K | <0.1% | −3,118−38.5% | Reduced | Holders |
| Q3 2022 | 8,091 | $953.5K | <0.1% | +650+8.7% | Added | Holders |
| Q2 2022 | 7,441 | $826.0K | <0.1% | +26+0.4% | Added | Holders |
| Q1 2022 | 7,415 | $1.07M | <0.1% | – | No prior filing | Holders |