CapWealth Advisors’s Williams-Sonoma WSM Stock Holding History

CapWealth Advisors’s Portfolio WSM Stock Details WSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.77M	Sell
2025 Q2	$4.95M	Sell
2025 Q1	$4.79M	Buy
2024 Q4	$5.59M	Sell
2024 Q3	$4.7M	Buy
2024 Q2	$4.19M	Sell
2024 Q1	$4.78M	Sell
2023 Q4	$3.07M	Buy
2016 Q4	–	Sell
2016 Q3	$1.6M	Buy