Raymond James Financial’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
$38.7M Buy
237,078
+39,611
+20% +$6.47M 0.01% 920
2025
Q1
$31.2M Sell
197,467
-17,285
-8% -$2.73M 0.01% 998
2024
Q4
$39.8M Buy
+214,752
New +$39.8M 0.01% 861