Kathmere Capital Management’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	–	Sell	-1,518	Closed	-$240K	–	508
2025 Q1	$240K	Sell	1,518 -22	-1%	-$3.48K	0.02%	375
2024 Q4	$285K	Sell	1,540 -237	-13%	-$43.9K	0.03%	322
2024 Q3	$275K	Sell	1,777 -629	-26%	-$97.4K	0.03%	304
2024 Q2	$340K	Buy	+2,406	New	+$340K	0.04%	238