PWAM
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Private Wealth Asset Management’s Williams-Sonoma WSM Stock Holding History

Private Wealth Asset Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$321K Buy
1,965
+75
+4% +$12.3K 0.04% 192
2025
Q1 		$299K Buy
+1,890
New +$299K 0.04% 189