Forum Financial Management’s Williams-Sonoma WSM Stock Holding History

Forum Financial Management’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$335K	Sell
2025 Q2	$303K	Buy
2025 Q1	$256K	Sell
2024 Q4	$424K	Buy
2024 Q3	$353K	Sell
2024 Q2	$352K	Buy
2024 Q1	$394K	Buy
2023 Q4	$250K	Buy
2022 Q1	–	Sell
2021 Q4	$210K	Buy