M.E. Allison & Co’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
$369K Hold
2,257
0.3% 95
2025
Q1
$357K Hold
2,257
0.35% 85
2024
Q4
$418K Buy
+2,257
New +$418K 0.46% 67