HWMA
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Heritage Wealth Management (Arizona)’s Williams-Sonoma WSM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$2.53K Buy
44
+22
+100% +$1.26K ﹤0.01% 959
2022
Q3 		$1K Buy
+22
New +$1K ﹤0.01% 992