Annis Gardner Whiting Capital Advisors’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
$5.72K Buy
+35
New +$5.72K ﹤0.01% 827
2024
Q2
Sell
-2
Closed -$319 987
2024
Q1
$319 Hold
2
﹤0.01% 921
2023
Q4
$202 Buy
+2
New +$202 ﹤0.01% 695