Goodman Advisory Group’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
Q3
$224K Sell
2025
Q2
$237K Sell
2025
Q1
$369K Buy
2024
Q4
Sell
2024
Q3
$361K Sell
2024
Q2
$594K Sell
2024
Q1
$2.48M Sell
2023
Q4
$1.75M Sell
2023
Q3
$2.05M Sell
2023
Q2
$2.1M Buy