Wedmont Private Capital’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
$416K Buy
2,393
+91
+4% +$15.8K 0.02% 481
2025
Q1
$341K Buy
2,302
+255
+12% +$37.8K 0.02% 487
2024
Q4
$403K Buy
+2,047
New +$403K 0.02% 450