EWM
Evercore Wealth Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+1,256
| New | +$205K | ﹤0.01% | 391 |
|
|
2025
Q1 | – | Sell |
-1,256
| Closed | -$233K | – | 430 |
|
|
2024
Q4 | $233K | Buy |
+1,256
| New | +$233K | ﹤0.01% | 382 |
|
|
2024
Q2 | – | Sell |
-643
| Closed | -$204K | – | 432 |
|
|
2024
Q1 | $204K | Buy |
+643
| New | +$204K | ﹤0.01% | 402 |
|
|
2017
Q3 | – | Sell |
-255
| Closed | -$12K | – | 955 |
|
|
2017
Q2 | $12K | Buy |
+255
| New | +$12K | ﹤0.01% | 798 |
|