Ballentine Partners’s Williams-Sonoma WSM Stock Holding History

Ballentine Partners’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	$901K	Sell
2025 Q1	$930K	Buy
2024 Q4	$1.02M	Buy
2024 Q3	$832K	Buy
2024 Q2	$742K	Buy
2024 Q1	$794K	Buy
2023 Q4	$451K	Buy
2023 Q3	$267K	Buy