Great Valley Advisor Group’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,265	Closed	-$234K	–	915
2024 Q4	$234K	Buy	+1,265	New	+$234K	0.01%	767
2024 Q2	–	Sell	-1,266	Closed	-$201K	–	813
2024 Q1	$201K	Buy	+1,266	New	+$201K	0.01%	713