Phillips Wealth Planners’s Williams-Sonoma WSM Stock Holding History

Phillips Wealth Planners’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$239K	Buy
2025 Q2	$204K	Buy
2025 Q1	–	Sell
2024 Q4	$305K	Sell
2024 Q3	$237K	Sell
2024 Q2	$228K	Buy
2024 Q1	$222K	Sell
2023 Q4	$223K	Buy