Leo Wealth LLC’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,166
Closed -$341K 355
2024
Q1
$341K Sell
2,166
-2
-0.1% -$315 0.03% 256
2023
Q4
$253K Buy
+2,168
New +$253K 0.03% 282