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

Private 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
2025 Q3	$17.6K	Hold
2025 Q2	$14.7K	Hold
2025 Q1	$14.2K	Sell
2024 Q4	$17.2K	Buy
2024 Q3	$13.9K	Hold
2024 Q2	$12.7K	Hold
2024 Q1	$14.3K	Hold
2023 Q4	$9.08K	Buy