Cornerstone Planning Group’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	$4.29K	Sell	21 -13	-38%	-$2.66K	﹤0.01%	759
2025 Q1	$4.96K	Buy	34 +32	+1,600%	+$4.67K	﹤0.01%	739
2024 Q4	$423	Buy	+2	New	+$423	﹤0.01%	1190