Gateway Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
2025
Q1
$316K Hold
2024
Q4
$370K Hold
2024
Q3
$310K Sell
2024
Q2
$424K Hold
2024
Q1
$476K Hold
2023
Q4
$303K Hold
2023
Q3
$233K Buy