Investment Partners Asset Management’s Williams-Sonoma WSM Stock Holding History

Investment Partners Asset Management’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$325K	Sell
2025 Q2	$282K	Buy
2025 Q1	$271K	Sell
2024 Q4	$319K	Sell
2024 Q3	$267K	Sell
2024 Q2	$266K	Sell
2024 Q1	$324K	Sell
2023 Q4	$229K	Buy