LSAG
WSM icon

Lake Street Advisors Group’s Williams-Sonoma WSM Stock Holding History

Lake Street Advisors Group’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$256K Sell
1,382
-116
-8% -$21.5K 0.01% 500
2024
Q3 		$232K Sell
1,498
-6
-0.4% -$930 0.01% 529
2024
Q2 		$212K Hold
1,504
– – 0.01% 526
2024
Q1 		$239K Buy
+1,504
New +$239K 0.01% 514