Bison Wealth’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$227K Buy
2024
Q3
Sell
2024
Q2
$217K Hold
2024
Q1
$217K Sell
2023
Q4
$232K Buy