PWMG
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Prestige Wealth Management Group’s Williams-Sonoma WSM Stock Holding History

Prestige Wealth Management Group’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
2023
Q2 		– Sell
-94
Closed -$5.72K – 1099
2023
Q1 		$5.72K Hold
94
– – ﹤0.01% 541
2022
Q4 		$5.4K Buy
94
+88
+1,467% +$5.28K ﹤0.01% 596
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1087
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1090
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1066
2021
Q4 		$1K Hold
6
– – ﹤0.01% 968
2021
Q3 		$1K Hold
6
– – ﹤0.01% 955
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1047
2021
Q1 		$1K Hold
6
– – ﹤0.01% 929
2020
Q4 		$0 Buy
+6
New +$307 ﹤0.01% 1050
2020
Q3 		– Sell
-300
Closed -$12K – 928
2020
Q2 		$12K Buy
+300
New +$10.2K ﹤0.01% 401
2019
Q1 		– Sell
-26
Closed -$1K – 1151
2018
Q4 		$1K Buy
+26
New +$744 ﹤0.01% 1151

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BC
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Capital Research Global Investors
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State Street
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Charles Schwab
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return