Badgley Phelps Wealth Managers’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	$213K	Sell	1,304 -2	-0.2%	-$327	﹤0.01%	286
2025 Q1	$206K	Buy	1,306 +22	+2%	+$3.48K	0.01%	291
2024 Q4	$238K	Buy	+1,284	New	+$238K	0.01%	273
2024 Q2	–	Sell	-1,284	Closed	-$204K	–	273
2024 Q1	$204K	Buy	+1,284	New	+$204K	0.01%	243