Summit Trail 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	$953K	Buy	+5,834	New	+$953K	0.02%	500
2018 Q1	–	Sell	-128	Closed	-$3K	–	1670
2017 Q4	$3K	Buy	+128	New	+$3K	﹤0.01%	1577