Financial Gravity Asset 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
2024 Q2	–	Sell	-2	Closed	-$630	–	2547
2024 Q1	$630	Buy	+2	New	+$232	﹤0.01%	1326
2023 Q3	–	Sell	-250	Closed	-$323	–	1791
2023 Q2	$323	Buy	+250	New	+$14.9K	﹤0.01%	1062
2023 Q1	–	Sell	-230	Closed	-$695	–	1692
2022 Q4	$695	Buy	+230	New	+$13.8K	﹤0.01%	739
2022 Q2	–	Sell	-580	Closed	-$4	–	853
2022 Q1	$4	Sell	580 -96	-14%	-$7.27K	﹤0.01%	830
2021 Q4	$26	Buy	+676	New	+$63K	﹤0.01%	802
2021 Q3	–	Hold	0	–	–	–	212
2021 Q2	–	Hold	0	–	–	–	231
2021 Q1	–	Hold	0	–	–	–	541
2019 Q2	–	Sell	-6	Closed	-$172	–	1715
2019 Q1	$0	Buy	+6	New	+$166	﹤0.01%	1580
2018 Q3	$1K	Sell	38 -164	-81%	-$5.2K	﹤0.01%	1275
2018 Q2	$6K	Buy	202 +160	+381%	+$4.28K	0.01%	714
2018 Q1	$1K	Buy	+42	New	+$1.11K	﹤0.01%	1288