First Trust Direct Indexing’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
Q4
Sell
2024
Q3
$589K Buy
2024
Q2
$504K Buy
2024
Q1
$432K Buy
2023
Q4
$274K Buy