Larson Financial Group’s Williams-Sonoma WSM Stock Holding History

Larson Financial Group’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	$382K	Buy
2025 Q1	$335K	Buy
2024 Q4	$351K	Sell
2024 Q3	$318K	Buy
2024 Q2	$261K	Sell
2024 Q1	$328K	Buy
2023 Q4	$121K	Buy
2023 Q3	$51.1K	Buy
2022 Q4	–	Sell
2022 Q3	$6K	Buy