High Note Wealth’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Hold
2025
Q1
$296K Hold
2024
Q4
$347K Hold
2024
Q3
$290K Buy
2024
Q2
$264K Hold
2024
Q1
$297K Buy