Impact Partnership Wealth’s Williams-Sonoma WSM Stock Holding History

Impact Partnership Wealth’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$499K	Buy
2024 Q4	$543K	Sell
2024 Q3	$486K	Buy
2024 Q2	$439K	Buy
2024 Q1	$245K	Buy
2023 Q4	$115K	Sell
2023 Q3	$162K	Buy
2023 Q2	$125	Buy