Kestra Private Wealth Services’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	$337K	Buy	2,063 +50	+2%	+$8.17K	﹤0.01%	1217
2025 Q1	$318K	Buy	2,013 +57	+3%	+$9.01K	0.01%	1171
2024 Q4	$362K	Buy	+1,956	New	+$362K	0.01%	1060