Blue Investment Partners’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,963	Closed	-$364K	–	55
2024 Q4	$364K	Hold	1,963	–	–	0.13%	38
2024 Q3	$304K	Sell	1,963 -375	-16%	-$58.1K	0.13%	38
2024 Q2	$330K	Buy	+2,338	New	+$330K	0.15%	34