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LGL Partners’s Williams-Sonoma WSM Stock Holding History

LGL Partners’s Portfolio WSM Stock Details WSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$221K Buy
+1,106
New +$221K 0.1% 50
2025
Q1 		– Sell
-1,111
Closed -$206K – 129
2024
Q4 		$206K Buy
+1,111
New +$206K 0.03% 118