Richardson Financial Services’s Williams-Sonoma WSM Stock Holding History

Richardson Financial Services’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 Q2	$48K	Buy
2024 Q4	–	Sell
2024 Q3	$50K	Sell
2024 Q2	$50K	Buy
2024 Q1	$58.4K	Sell
2023 Q4	$47.6K	Buy