Principia Wealth Advisory’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
$490 Sell
3
-3
-50% -$490 ﹤0.01% 735
2025
Q1
$950 Buy
6
+4
+200% +$633 ﹤0.01% 401
2024
Q4
$370 Buy
+2
New +$370 ﹤0.01% 626