Center for Financial Planning’s Williams-Sonoma WSM Stock Holding History

Center for Financial Planning’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 Q2	$1.31K	Hold
2025 Q1	$1.26K	Hold
2024 Q4	$1.48K	Buy