Hyperion Capital 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
Q1
Sell
-2,020
Closed -$374K 97
2024
Q4
$374K Hold
2,020
0.19% 43
2024
Q3
$313K Hold
2,020
0.15% 51
2024
Q2
$285K Hold
2,020
0.13% 60
2024
Q1
$321K Buy
+2,020
New +$321K 0.15% 50