Cary Street Partners Investment Advisory’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 | $21.6K | Buy |
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|
2025
Q1 | $16.6K | Buy |
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|
2024
Q4 | $370 | Sell |
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|
2024
Q3 | $8.88M | Buy |
|
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|
2024
Q2 | $8.09M | Sell |
|
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|
2024
Q1 | $9.47M | Buy |
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|
2023
Q4 | $5.93M | Buy |
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|
2023
Q3 | $4.43M | Buy |
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|
2023
Q2 | $3.44M | Sell |
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|
2023
Q1 | $3.39M | Buy |
|
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $3.28M | Buy |
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|
2022
Q2 | $2.79M | Buy |
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