Private Client Services’s Williams-Sonoma WSM Stock Holding History

Private Client Services’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 Q2	–	Sell
2025 Q1	$340K	Sell
2024 Q4	$536K	Sell
2024 Q3	$875K	Buy
2024 Q2	$258K	Buy