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Waverly Advisors’s Williams-Sonoma WSM Stock Holding History

Waverly Advisors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$726K Sell
4,442
-562
-11% -$91.8K 0.01% 697
2025
Q1 		$791K Buy
+5,004
New +$791K 0.01% 658