GPWM
WSM icon

Grant Private Wealth Management’s Williams-Sonoma WSM Stock Holding History

Grant Private Wealth Management’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 		– Sell
-2,452
Closed -$388K – 146
2025
Q1 		$388K Sell
2,452
-190
-7% -$30K 0.42% 69
2024
Q4 		$489K Buy
+2,642
New +$489K 0.53% 47