Legacy Wealth Management (Idaho)’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31K	Sell	8 -5	-38%	-$817	﹤0.01%	558
2025 Q1	$2.06K	Hold	13	–	–	﹤0.01%	527
2024 Q4	$2.7K	Buy	13 +5	+63%	+$1.04K	﹤0.01%	459
2024 Q3	$1.04K	Buy	+8	New	+$1.04K	﹤0.01%	539