Activest Wealth Management’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	$131K	Sell	800 -2	-0.2%	-$327	0.03%	123
2025 Q1	$127K	Buy	802 +2	+0.3%	+$316	0.03%	117
2024 Q4	$148K	Hold	800	–	–	0.04%	95
2024 Q3	$124K	Hold	800	–	–	0.04%	107
2024 Q2	$113K	Buy	+800	New	+$113K	0.04%	120