OneDigital Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$441K Buy
2025
Q1
$414K Buy
2024
Q4
$381K Sell
2024
Q3
$955K Sell
2024
Q2
$884K Buy
2024
Q1
$745K Sell
2023
Q4
$476K Sell
2023
Q3
$373K Buy
2023
Q2
$286K Buy