Focus Financial Network’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
-1,310
Closed -$243K 712
2024
Q4
$243K Hold
1,310
0.01% 607
2024
Q3
$203K Buy
+1,310
New +$203K 0.01% 652