Financial Life Planners’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13
Closed -$2.39K 401
2024
Q4
$2.39K Buy
+13
New +$2.39K ﹤0.01% 325