J. Safra Sarasin Holding’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.87M	Sell	11,441 -7,807	-41%	-$1.28M	0.03%	234
2025 Q1	$3.04M	Sell	19,248 -7,607	-28%	-$1.2M	0.06%	167
2024 Q4	$4.97M	Sell	26,855 -598	-2%	-$111K	0.08%	139
2024 Q3	$4.25M	Buy	27,453 +1,533	+6%	+$237K	0.07%	141
2024 Q2	$3.66M	Buy	+25,920	New	+$3.66M	0.07%	155