KA
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Kozak & Associates’s Williams-Sonoma WSM Stock Holding History

Kozak & Associates’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$35K Hold
202
– – 0.01% 166
2025
Q1 		$29.3K Buy
202
+1
+0.5% +$145 0.01% 153
2024
Q4 		$38.7K Buy
+201
New +$38.7K 0.01% 143