Aventura Private Wealth’s Williams-Sonoma WSM Stock Holding History

Aventura Private Wealth’s Portfolio WSM Stock Details WSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$714	Hold
2025 Q3	$782	Hold
2025 Q2	$653	Buy