Belpointe Asset Management’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	–	Sell	-1,301	Closed	-$213K	–	1054
2025 Q2	$213K	Buy	+1,301	New	+$204K	0.01%	858
2023 Q2	–	Sell	-3,174	Closed	-$193K	–	3392
2023 Q1	$193K	Buy	3,174 +118	+4%	+$7.37K	0.01%	962
2022 Q4	$176K	Sell	3,056 -1,010	-25%	-$60.6K	0.01%	958
2022 Q3	$240K	Sell	4,066 -890	-18%	-$63.2K	0.02%	766
2022 Q2	$275K	Sell	4,956 -124	-2%	-$8.02K	0.02%	715
2022 Q1	$369K	Buy	5,080 +1,390	+38%	+$105K	0.02%	640
2021 Q4	$312K	Buy	3,690 +1,756	+91%	+$164K	0.02%	691
2021 Q3	$172K	Sell	1,934 -2,316	-54%	-$196K	0.01%	916
2021 Q2	$340K	Buy	4,250 +2,706	+175%	+$230K	0.02%	631
2021 Q1	$138K	Buy	+1,544	New	+$104K	0.01%	886