Evercore Wealth Management’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
$205K Buy
2025
Q1
Sell
2024
Q4
$233K Buy
2024
Q2
Sell
2024
Q1
$204K Buy
2017
Q3
Sell
2017
Q2
$12K Buy