Abound Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13K Hold
2025
Q2
$10.8K Hold
2025
Q1
$10.4K Buy
2024
Q4
$9.58K Hold
2024
Q3
$7.99K Buy
2024
Q2
$1.18K Hold
2024
Q1
$1.32K Hold
2023
Q4
$838 Hold
2023
Q3
$642 Hold
2023
Q2
$514 Hold
2023
Q1
$496 Hold
2022
Q4
$465 Hold
2022
Q3
$474 Buy