Mutual Advisors’s Williams-Sonoma WSM Stock Holding History

Mutual Advisors’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$249K	Buy
2025 Q2	$234K	Buy
2025 Q1	–	Sell
2024 Q4	$258K	Buy
2023 Q3	–	Sell
2023 Q2	$201K	Buy