Michels Family Financial’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	$718K	Sell	4,394 -31	-0.7%	-$5.07K	0.61%	50
2025 Q1	$700K	Sell	4,425 -130	-3%	-$20.6K	0.63%	48
2024 Q4	$844K	Buy	+4,555	New	+$844K	0.77%	37