OFI Invest Asset Management’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
$90.7K Buy
652
+268
+70% +$37.3K ﹤0.01% 260
2025
Q1
$56.2K Buy
384
+109
+40% +$16K ﹤0.01% 338
2024
Q4
$49.2K Buy
+275
New +$49.2K ﹤0.01% 287