Financial Network Wealth Advisors’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
-10
Closed -$1.85K 784
2024
Q4
$1.85K Sell
10
-6
-38% -$1.11K ﹤0.01% 411
2024
Q3
$2.48K Buy
16
+4
+33% +$620 ﹤0.01% 610
2024
Q2
$1.69K Buy
+12
New +$1.69K ﹤0.01% 763