Benjamin Edwards Inc’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
$429K Buy
2,626
+101
+4% +$16.5K 0.01% 892
2025
Q1
$399K Buy
2,525
+25
+1% +$3.95K 0.01% 856
2024
Q4
$463K Buy
2,500
+115
+5% +$21.3K 0.01% 841
2024
Q3
$369K Buy
+2,385
New +$369K 0.01% 895