Consolidated Planning Corp’s Williams-Sonoma WSM Stock Holding History

Consolidated Planning Corp’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	$2.09M	Buy
2025 Q1	$1.75M	Buy
2024 Q4	$1.86M	Buy
2024 Q3	$607K	Buy
2024 Q2	$441K	Buy
2024 Q1	$363K	Buy
2021 Q4	–	Sell
2021 Q3	$2K	Buy