Cahaba Wealth Management’s Williams-Sonoma WSM Stock Holding History

Cahaba Wealth 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 Q3	$292K	Hold
2025 Q2	$244K	Hold
2025 Q1	$236K	Hold
2024 Q4	$276K	Hold
2024 Q3	$231K	Hold
2024 Q2	$211K	Sell
2024 Q1	$275K	Buy
2022 Q1	–	Sell
2021 Q4	$242K	Buy
2021 Q3	$244K	Buy