Stiles Financial Services’s Williams-Sonoma WSM Stock Holding History

Stiles Financial Services’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.85M	Buy
2025 Q2	$2.38M	Buy
2025 Q1	$2.1M	Sell
2024 Q4	$2.57M	Sell
2024 Q3	$2.32M	Buy
2024 Q2	$2.02M	Buy
2024 Q1	$2.15M	Buy
2023 Q4	$1.34M	Buy
2023 Q3	$643K	Buy
2023 Q2	$305K	Buy