Rebalance’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$426K Hold
2025
Q2
$356K Hold
2025
Q1
$345K Hold
2024
Q4
$404K Hold
2024
Q3
$338K Hold
2024
Q2
$308K Hold
2024
Q1
$346K Hold
2023
Q4
$220K Buy