PKS Advisory Services’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
$739K Sell
4,525
-40
-0.9% -$6.54K 0.18% 109
2025
Q1
$722K Buy
4,565
+20
+0.4% +$3.16K 0.2% 105
2024
Q4
$842K Buy
+4,545
New +$842K 0.21% 87