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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31K	Hold	8	–	–	﹤0.01%	592
2025 Q1	$1.27K	Hold	8	–	–	﹤0.01%	624
2024 Q4	$1.48K	Buy	+8	New	+$1.48K	﹤0.01%	567