Abacus Planning Group’s Williams-Sonoma WSM Stock Holding History

Abacus Planning Group’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	$375K	Hold
2025 Q2	$313K	Buy
2025 Q1	$297K	Hold
2024 Q4	$347K	Sell
2024 Q3	$298K	Buy
2024 Q2	$266K	Buy
2024 Q1	$297K	Sell
2023 Q4	$205K	Buy