Global Financial Private Client’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12	Closed	-$1.9K	–	1614
2025 Q1	$1.9K	Buy	12 +7	+140%	+$1.11K	﹤0.01%	879
2024 Q4	$926	Buy	+5	New	+$926	﹤0.01%	795