Canopy Partners’s Williams-Sonoma WSM Stock Holding History

Canopy Partners’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	$411K	Buy
2025 Q2	$318K	Hold
2025 Q1	$308K	Sell
2024 Q4	$406K	Hold
2024 Q3	$340K	Sell
2024 Q2	$315K	Buy
2024 Q1	$291K	Buy