Pathstone Holdings’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
$6.31M Sell
2025
Q1
$6.72M Sell
2024
Q4
$7.98M Sell
2024
Q3
$6.84M Sell
2024
Q2
$6.47M Sell
2024
Q1
$7.55M Buy
2023
Q4
$1.87M Buy