Congress Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,368	Closed	-$217K	–	1221
2025 Q1	$217K	Sell	1,368 -20,536	-94%	-$3.97M	﹤0.01%	1019
2024 Q4	$4.06M	Sell	21,904 -2,156	-9%	-$342K	0.06%	311
2024 Q3	$3.73M	Buy	24,060 +740	+3%	+$106K	0.05%	335
2024 Q2	$3.29M	Sell	23,320 -6,708	-22%	-$1,000K	0.05%	294
2024 Q1	$4.77M	Buy	30,028 +1,200	+4%	+$139K	0.08%	233
2023 Q4	$2.91M	Buy	28,828 +498	+2%	+$43.1K	0.05%	276
2023 Q3	$2.2M	Sell	28,330 -9,372	-25%	-$645K	0.05%	291
2023 Q2	$2.36M	Sell	37,702 -185,334	-83%	-$11M	0.05%	242
2023 Q1	$13.6M	Buy	223,036 +8,214	+4%	+$513K	0.33%	70
2022 Q4	$12.3M	Sell	214,822 -3,336	-2%	-$200K	0.32%	82
2022 Q3	$12.9M	Sell	218,158 -1,320	-0.6%	-$93.7K	0.35%	67
2022 Q2	$12.2M	Sell	219,478 -1,414	-0.6%	-$91.5K	0.31%	79
2022 Q1	$16M	Buy	220,892 +5,644	+3%	+$427K	0.35%	64
2021 Q4	$18.2M	Buy	+215,248	New	+$20.1M	0.36%	70