Callan Family Office’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
+2,051
New +$335K 0.01% 732
2025
Q1
Sell
-1,598
Closed -$296K 653
2024
Q4
$296K Buy
+1,598
New +$296K 0.02% 487