HBK Sorce Advisory’s Williams-Sonoma WSM Stock Holding History

HBK Sorce Advisory’s Portfolio WSM Stock Details WSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$213K	Buy
2025 Q1	–	Sell
2024 Q4	$203K	Buy
2022 Q1	–	Sell
2021 Q4	$371K	Buy
2021 Q3	$388K	Sell
2021 Q2	$351K	Buy
2021 Q1	$262K	Sell
2020 Q4	$250K	Buy