Vest Financial’s Williams-Sonoma WSM Stock Holding History

Vest Financial’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	$55.2M	Buy
2025 Q2	$33.1M	Buy
2025 Q1	$20.4M	Sell
2024 Q4	$35.3M	Sell
2024 Q3	$29.6M	Buy
2024 Q2	$21.7M	Buy
2024 Q1	$20.6M	Buy
2023 Q1	–	Sell
2022 Q4	$390K	Buy