Institutional & Family Asset Management’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4	Closed	-$250	–	770
2023 Q2	$250	Buy	+4	New	+$250	﹤0.01%	719
2020 Q2	–	Sell	-1,402	Closed	-$30K	–	917
2020 Q1	$30K	Buy	+1,402	New	+$30K	0.01%	313