Hemington Wealth Management’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
$76K Sell
467
-15
-3% -$2.44K 0.01% 259
2025
Q1
$76K Buy
482
+64
+15% +$10.1K 0.01% 248
2024
Q4
$77K Buy
418
+27
+7% +$4.97K 0.02% 235
2024
Q3
$52K Buy
+391
New +$52K 0.01% 284