Annis Gardner Whiting Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.82K Buy
2025
Q2
$5.72K Buy
2024
Q2
Sell
2024
Q1
$319 Hold
2023
Q4
$202 Buy