KWA
Kingswood Wealth Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
1,439
-56
| -4% | -$9.15K | 0.02% | 649 |
|
|
2025
Q1 | $237K | Sell |
1,495
-1,113
| -43% | -$177K | 0.02% | 625 |
|
|
2024
Q4 | $483K | Buy |
+2,608
| New | +$483K | 0.04% | 450 |
|
|
2024
Q3 | – | Sell |
-811
| Closed | -$229K | – | 765 |
|
|
2024
Q2 | $229K | Buy |
811
+39
| +5% | +$11K | 0.02% | 600 |
|
|
2024
Q1 | $245K | Buy |
+772
| New | +$245K | 0.03% | 539 |
|