ORG Wealth Partners’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	-194	Closed	-$35.9K	–	817
2024 Q4	$35.9K	Sell	194 -26	-12%	-$4.81K	0.01%	274
2024 Q3	$34.1K	Buy	+220	New	+$34.1K	0.01%	275