Copeland Capital Management’s Williams-Sonoma WSM Stock Holding History

Copeland Capital Management’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	$216K	Buy
2025 Q2	$180K	Buy
2024 Q2	–	Sell
2024 Q1	$7.62K	Hold
2023 Q4	$4.84K	Hold
2023 Q3	$3.73K	Hold
2023 Q2	$3K	Hold
2023 Q1	$3K	Hold
2022 Q4	$3K	Buy