Beacon Investment Advisory Services’s Williams-Sonoma WSM Stock Holding History

Beacon Investment Advisory Services’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
2026 Q2	$4.62M	Hold	19,828	–	–	0.17%	98
2026 Q1	$3.62M	Hold	19,828	–	–	0.15%	100
2025 Q4	$3.54M	Sell	19,828 -357	-2%	-$66.9K	0.14%	96
2025 Q3	$3.95M	Hold	20,185	–	–	0.17%	94
2025 Q2	$3.3M	Hold	20,185	–	–	0.15%	95
2025 Q1	$3.19M	Sell	20,185 -8,770	-30%	-$1.69M	0.15%	97
2024 Q4	$5.36M	Sell	28,955 -145	-0.5%	-$23K	0.23%	82
2024 Q3	$4.51M	Sell	29,100 -1,000	-3%	-$143K	0.19%	93
2024 Q2	$4.25M	Sell	30,100 -2,600	-8%	-$388K	0.18%	93
2024 Q1	$5.19M	Hold	32,700	–	–	0.22%	84
2023 Q4	$3.3M	Hold	32,700	–	–	0.15%	101
2023 Q3	$2.54M	Sell	32,700 -9,146	-22%	-$630K	0.13%	112
2023 Q2	$2.62M	Sell	41,846 -15,054	-26%	-$897K	0.12%	119
2023 Q1	$3.46M	Sell	56,900 -1,600	-3%	-$99.9K	0.17%	103
2022 Q4	$3.36M	Sell	58,500 -7,032	-11%	-$422K	0.17%	104
2022 Q3	$3.86M	Sell	65,532 -9,720	-13%	-$690K	0.21%	92
2022 Q2	$4.17M	Sell	75,252 -678	-0.9%	-$43.9K	0.22%	92
2022 Q1	$5.5M	Sell	75,930 -2,100	-3%	-$159K	0.23%	85
2021 Q4	$6.6M	Sell	78,030 -5,500	-7%	-$512K	0.26%	81
2021 Q3	$7.41M	Sell	83,530 -14,200	-15%	-$1.2M	0.31%	75
2021 Q2	$7.8M	Sell	97,730 -5,520	-5%	-$470K	0.32%	74
2021 Q1	$9.25M	Sell	103,250 -650	-0.6%	-$43.9K	0.4%	66
2020 Q4	$5.29M	Sell	103,900 -400	-0.4%	-$20.5K	0.24%	82
2020 Q3	$4.72M	Hold	104,300	–	–	0.24%	81
2020 Q2	$4.28M	Sell	104,300 -2,400	-2%	-$81.6K	0.24%	78
2020 Q1	$2.27M	Sell	106,700 -79,200	-43%	-$2.52M	0.16%	103
2019 Q4	$6.83M	Buy	+185,900	New	+$6.46M	0.36%	71

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Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return