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LeClair Wealth Partners’s Williams-Sonoma WSM Stock Holding History

LeClair Wealth Partners’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 		$3.53M Sell
21,594
-7
-0% -$1.14K 2.39% 10
2025
Q1 		$3.42M Buy
21,601
+7
+0% +$1.11K 2.46% 9
2024
Q4 		$4M Buy
+21,594
New +$4M 2.67% 8