Buckingham Strategic Wealth’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$212K Buy
1,504
+10
+0.7% +$1.41K ﹤0.01% 697
2024
Q1
$237K Sell
1,494
-612
-29% -$97.1K ﹤0.01% 662
2023
Q4
$212K Buy
+2,106
New +$212K ﹤0.01% 667