AWA
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Aaron Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Aaron Wealth 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 		$259K Buy
1,585
+72
+5% +$11.8K 0.03% 399
2025
Q1 		$239K Buy
1,513
+194
+15% +$30.7K 0.03% 394
2024
Q4 		$244K Buy
+1,319
New +$244K 0.03% 371