Park Square Financial Group’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
$60.6K Buy
371
+131
+55% +$21.4K 0.04% 272
2025
Q1
$37.9K Sell
240
-226
-48% -$35.7K 0.03% 318
2024
Q4
$86.3K Buy
+466
New +$86.3K 0.06% 203