Buttonwood Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Buttonwood Financial Advisors’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$656K	Sell
2025 Q2	$557K	Hold
2025 Q1	$539K	Sell
2024 Q4	$832K	Buy
2024 Q3	$696K	Sell
2024 Q2	$672K	Sell
2024 Q1	$774K	Sell
2023 Q4	$541K	Buy
2023 Q3	$416K	Buy
2023 Q2	$205K	Buy