Patriot Financial Group Insurance Agency’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	$251K	Buy	+1,536	New	+$251K	0.03%	451
2022 Q3	–	Sell	-202	Closed	-$11K	–	1953
2022 Q2	$11K	Buy	202 +2	+1%	+$109	﹤0.01%	1218
2022 Q1	$15K	Buy	+200	New	+$15K	﹤0.01%	1217