Belpointe Asset Management’s Williams-Sonoma WSM Stock Holding History

Belpointe Asset Management’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	$213K	Buy
2023 Q2	–	Sell
2023 Q1	$193K	Buy
2022 Q4	$176K	Sell
2022 Q3	$240K	Sell
2022 Q2	$275K	Sell
2022 Q1	$369K	Buy
2021 Q4	$312K	Buy
2021 Q3	$172K	Sell
2021 Q2	$340K	Buy
2021 Q1	$138K	Buy