Sovran Advisors’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
$451K Sell
2,668
-197
-7% -$33.3K 0.05% 328
2025
Q1
$399K Buy
2,865
+816
+40% +$114K 0.05% 327
2024
Q4
$395K Buy
+2,049
New +$395K 0.06% 297