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World Investment Advisors’s Williams-Sonoma WSM Stock Holding History

World Investment 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 		$302K Sell
1,847
-449
-20% -$73.4K 0.01% 906
2025
Q1 		$363K Buy
2,296
+800
+53% +$127K 0.01% 800
2024
Q4 		$277K Buy
+1,496
New +$277K 0.01% 849