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Kestra Investment Management’s Williams-Sonoma WSM Stock Holding History

Kestra Investment 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 		$961K Buy
5,913
+4,997
+546% +$812K 0.01% 290
2025
Q1 		$145K Sell
916
-2,268
-71% -$359K ﹤0.01% 396
2024
Q4 		$590K Sell
3,184
-194
-6% -$35.9K 0.02% 207
2024
Q3 		$523K Buy
+3,378
New +$523K 0.02% 208