1834 Investment Advisors’s Williams-Sonoma WSM Stock Holding History

1834 Investment Advisors’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.31M	Sell
2025 Q1	$1.36M	Sell
2024 Q4	$2.49M	Sell
2024 Q3	$2.41M	Sell
2024 Q2	$3.73M	Sell
2024 Q1	$8.05M	Sell
2023 Q4	$7.03M	Sell
2023 Q3	$5.57M	Buy
2023 Q2	$1M	Buy
2023 Q1	$600K	Buy