Concord Asset Management (Virginia)’s Williams-Sonoma WSM Stock Holding History

Concord Asset Management (Virginia)’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 Q2	$2.16M	Buy
2025 Q1	$1.88M	Sell
2024 Q4	$4.57M	Sell
2024 Q3	$4.05M	Buy
2024 Q2	$3.21M	Buy
2024 Q1	$2.94M	Buy