GW & Wade’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$357K	Buy	+3,536	New	+$357K	0.01%	328
2015 Q3	–	Sell	-10,014	Closed	-$412K	–	241
2015 Q2	$412K	Buy	10,014 +64	+0.6%	+$2.63K	0.08%	155
2015 Q1	$397K	Buy	+9,950	New	+$397K	0.07%	162