New Wave Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-23
Closed -$4.26K 682
2024
Q4
$4.26K Buy
+23
New +$4.26K ﹤0.01% 457