Key Financial Inc’s Williams-Sonoma WSM Stock Holding History

Key Financial Inc’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.1K	Hold
2025 Q1	$9.8K	Hold
2024 Q4	$11.5K	Hold
2024 Q3	$9.61K	Hold
2024 Q2	$8.75K	Hold
2024 Q1	$9.84K	Hold
2023 Q4	$6.25K	Hold
2023 Q3	$4.82K	Hold
2023 Q2	$3.88K	Buy