Kingswood Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Kingswood Wealth Advisors’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 Q3	$262K	Sell
2025 Q2	$235K	Sell
2025 Q1	$237K	Sell
2024 Q4	$483K	Buy
2024 Q3	–	Sell
2024 Q2	$229K	Buy
2024 Q1	$245K	Buy