HWM
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HB Wealth Management’s Williams-Sonoma WSM Stock Holding History

HB 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 		$614K Sell
3,757
-952
-20% -$156K ﹤0.01% 660
2025
Q1 		$745K Buy
4,709
+1,830
+64% +$289K 0.01% 614
2024
Q4 		$533K Buy
+2,879
New +$533K 0.01% 595