IEQ Capital’s Williams-Sonoma WSM Stock Holding History

IEQ Capital’s Portfolio WSM Stock Details WSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$255K	Sell
2025 Q2	$567K	Sell
2025 Q1	$1.14M	Sell
2024 Q4	$1.55M	Buy
2024 Q2	–	Sell
2024 Q1	$250K	Buy
2021 Q4	–	Sell
2021 Q3	$289K	Buy