Journey Strategic Wealth’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Buy	+1,234	New	+$202K	0.01%	621
2025 Q1	–	Sell	-1,285	Closed	-$238K	–	547
2024 Q4	$238K	Buy	+1,285	New	+$238K	0.01%	410