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Precision Wealth Strategies’s Williams-Sonoma WSM Stock Holding History

Precision Wealth Strategies’s Portfolio WSM Stock Details WSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,494
Closed -$386K – 133
2024
Q3 		$386K Buy
2,494
+1,322
+113% +$205K 0.36% 73
2024
Q2 		$331K Buy
+1,172
New +$331K 0.34% 79