One Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$221K Sell
2024
Q4
$504K Buy
2024
Q3
$419K Sell
2024
Q2
$384K Buy
2024
Q1
$228K Buy
2022
Q2
Sell
2022
Q1
$302K Hold
2021
Q4
$353K Sell
2021
Q3
$371K Buy
2021
Q2
$230K Buy