NorthRock Partners’s Williams-Sonoma WSM Stock Holding History

NorthRock Partners’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	$375K	Buy
2025 Q2	$310K	Sell
2025 Q1	$334K	Buy
2024 Q4	$358K	Sell
2024 Q3	$313K	Sell
2024 Q2	$308K	Sell
2024 Q1	$374K	Sell
2023 Q4	$254K	Buy