KFS
Kaizen Financial Strategies’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,080
| Closed | -$329K | – | 159 |
|
|
2025
Q1 | $329K | Buy |
+2,080
| New | +$329K | 0.19% | 96 |
|
|
2024
Q3 | – | Sell |
-2,690
| Closed | -$401K | – | 146 |
|
|
2024
Q2 | $401K | Buy |
2,690
+1,145
| +74% | +$171K | 0.25% | 67 |
|
|
2024
Q1 | $491K | Buy |
+1,545
| New | +$491K | 0.33% | 56 |
|