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Cary Street Partners’s Williams-Sonoma WSM Stock Holding History

Cary Street Partners’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.23M Sell
56,518
-615
-1% -$100K 0.26% 95
2025
Q1 		$9.03M Sell
57,133
-617
-1% -$97.5K 0.29% 87
2024
Q4 		$10.7M Buy
+57,750
New +$10.7M 0.35% 73