Opal 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
Q2
$25K Hold
153
0.01% 516
2025
Q1
$24.2K Buy
+153
New +$24.2K 0.01% 492
2024
Q3
Sell
-60
Closed -$8.47K 1176
2024
Q2
$8.47K Sell
60
-6
-9% -$847 ﹤0.01% 689
2024
Q1
$10.5K Buy
+66
New +$10.5K ﹤0.01% 244