Private Client 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	–	Sell	-2,153	Closed	-$340K	–	228
2025 Q1	$340K	Sell	2,153 -739	-26%	-$117K	0.17%	120
2024 Q4	$536K	Sell	2,892 -2,753	-49%	-$510K	0.29%	77
2024 Q3	$875K	Buy	5,645 +3,819	+209%	+$592K	0.47%	58
2024 Q2	$258K	Buy	+1,826	New	+$258K	0.16%	113