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Advisor OS’s Williams-Sonoma WSM Stock Holding History

Advisor OS’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$406K Buy
2,484
+369
+17% +$60.3K 0.04% 289
2025
Q1 		$334K Sell
2,115
-334
-14% -$52.8K 0.04% 304
2024
Q4 		$454K Buy
+2,449
New +$454K 0.05% 238