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Gladstone Institutional Advisory’s Williams-Sonoma WSM Stock Holding History

Gladstone Institutional Advisory’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Buy
7,557
+2,116
+39% +$346K 0.05% 311
2025
Q1 		$860K Buy
+5,441
New +$860K 0.04% 361