SWP
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Sagespring Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Sagespring Wealth Partners’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 		$553K Sell
3,387
-58
-2% -$9.48K 0.01% 413
2025
Q1 		$545K Buy
3,445
+546
+19% +$86.3K 0.01% 366
2024
Q4 		$537K Buy
+2,899
New +$537K 0.01% 332