Seven Mile Advisory’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
Q3
$624K Buy
2025
Q2
$450K Buy
2025
Q1
$430K Buy
2024
Q4
$501K Sell
2024
Q3
$454K Buy
2024
Q2
$409K Buy
2024
Q1
$457K Buy
2023
Q4
$290K Buy
2023
Q3
$212K Buy