Capital Analysts LLC’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
Q2
$43K Hold
2025
Q1
$42K Hold
2024
Q4
$49K Hold
2024
Q3
$41K Buy
2023
Q4
Sell
2023
Q3
$2K Buy