Laird Norton Wetherby Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.16M	Sell	21,282 -131	-0.6%	-$25K	0.17%	109
2025 Q2	$3.5M	Buy	+21,413	New	+$3.36M	0.16%	123
2024 Q4	$3.95M	Sell	21,345 -653	-3%	-$104K	0.19%	90
2024 Q3	$3.41M	Sell	21,998 -592	-3%	-$84.9K	0.16%	116
2024 Q2	$3.19M	Sell	22,590 -1,494	-6%	-$223K	0.15%	119
2024 Q1	$3.82M	Buy	24,084 +112	+0.5%	+$13K	0.18%	102
2023 Q4	$2.42M	Buy	23,972 +324	+1%	+$28K	0.13%	168
2023 Q3	$1.84M	Buy	23,648 +5,168	+28%	+$356K	0.1%	201
2023 Q2	$1.16M	Buy	18,480 +9,096	+97%	+$542K	0.06%	307
2023 Q1	$571K	Sell	9,384 -394	-4%	-$24.6K	0.03%	490
2022 Q4	$562K	Sell	9,778 -878	-8%	-$52.7K	0.04%	488
2022 Q3	$628K	Buy	10,656 +334	+3%	+$23.7K	0.04%	415
2022 Q2	$573K	Buy	10,322 +1,564	+18%	+$101K	0.04%	458
2022 Q1	$635K	Sell	8,758 -18	-0.2%	-$1.36K	0.04%	437
2021 Q4	$742K	Buy	8,776 +14	+0.2%	+$1.3K	0.04%	394
2021 Q3	$777K	Buy	8,762 +48	+0.6%	+$4.06K	0.05%	368
2021 Q2	$696K	Sell	8,714 -190	-2%	-$16.2K	0.04%	400
2021 Q1	$798K	Buy	8,904 +166	+2%	+$11.2K	0.06%	311
2020 Q4	$445K	Buy	8,738 +158	+2%	+$8.09K	0.03%	499
2020 Q3	$388K	Buy	8,580 +226	+3%	+$10K	0.03%	441
2020 Q2	$343K	Buy	+8,354	New	+$284K	0.03%	462