Richards, Merrill & Peterson’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	-248	Closed	-$39.2K	–	476
2025 Q1	$39.2K	Hold	248	–	–	0.02%	277
2024 Q4	$45.9K	Buy	+248	New	+$45.9K	0.02%	249