Fifth Third Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Sell
2,521
-19
-0.7% -$3.1K 0.02% 417
2025
Q1
$402K Sell
2,540
-2,408
-49% -$381K 0.02% 392
2024
Q4
$916K Sell
4,948
-73
-1% -$13.5K 0.05% 216
2024
Q3
$778K Buy
5,021
+907
+22% +$141K 0.05% 224
2024
Q2
$581K Buy
+4,114
New +$581K 0.04% 245