DFPG Investments’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$625K Buy
2023
Q3
$468K Buy
2023
Q2
$306K Sell
2023
Q1
$1.08M Buy
2022
Q4
$979K Buy