Arkadios Wealth Advisors’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
Q2
Sell
2025
Q1
$309K Buy
2021
Q4
Sell
2021
Q3
$5K Hold
2021
Q2
$5K Buy
2021
Q1
$4K Buy
2020
Q2
Sell
2020
Q1
$4.25K Hold
2019
Q4
$7.4K Buy