Diversified Trust’s Williams-Sonoma WSM Stock Holding History

Diversified Trust’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 Q3	$241K	Sell
2025 Q2	$542K	Buy
2025 Q1	$355K	Buy
2021 Q4	–	Sell
2021 Q3	$286K	Buy
2021 Q2	$252K	Sell
2021 Q1	$426K	Buy