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Plan Group Financial’s Williams-Sonoma WSM Stock Holding History

Plan Group Financial’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Buy
1,423
+23
+2% +$3.76K 0.08% 139
2025
Q1 		$221K Buy
+1,400
New +$221K 0.08% 135