IMA Advisory Services’s Williams-Sonoma WSM Stock Holding History

IMA Advisory Services’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 Q4	$2.86K	Buy
2015 Q4	–	Sell
2015 Q3	$212K	Hold
2015 Q2	$250K	Sell
2015 Q1	$263K	Hold
2014 Q4	$250K	Sell
2014 Q3	$232K	Buy
2014 Q2	$245K	Buy