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Trivant Custom Portfolio Group’s Williams-Sonoma WSM Stock Holding History

Trivant Custom Portfolio Group’s Portfolio WSM Stock Details WSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.2M Sell
7,338
-88
-1% -$14.4K 0.66% 46
2025
Q1 		$1.17M Buy
7,426
+59
+0.8% +$9.33K 0.68% 42
2024
Q4 		$1.36M Buy
7,367
+2,547
+53% +$472K 0.8% 37
2024
Q3 		$747K Buy
+4,820
New +$747K 0.43% 51