Money Concepts Capital’s Williams-Sonoma WSM Stock Holding History

Money Concepts Capital’s Portfolio WSM Stock Details WSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$234K	Buy
2025 Q1	–	Sell
2024 Q4	$225K	Buy
2023 Q1	–	Sell
2022 Q4	$177K	Sell
2022 Q3	$316K	Sell
2022 Q2	$352K	Sell
2022 Q1	$489K	Buy
2021 Q4	$545K	Buy
2021 Q1	$679K	Buy
2020 Q4	$310K	Buy