Cynosure 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
$429K Buy
2,628
+776
+42% +$127K 0.05% 236
2025
Q1
$293K Buy
1,852
+192
+12% +$30.4K 0.04% 359
2024
Q4
$307K Sell
1,660
-743
-31% -$138K 0.05% 209
2024
Q3
$372K Buy
+2,403
New +$372K 0.05% 268