Frazier Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-60
Closed -$9.3K 896
2024
Q3
$9.3K Sell
60
-126
-68% -$19.5K 0.01% 393
2024
Q2
$26.3K Buy
186
+54
+41% +$7.62K 0.02% 242
2024
Q1
$21K Buy
132
+62
+89% +$9.84K 0.02% 257
2023
Q4
$7.06K Buy
+70
New +$7.06K 0.01% 430