San Luis Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-23,974	Closed	-$1.5M	–	165
2023 Q2	$1.5M	Buy	23,974 +10,602	+79%	+$663K	0.53%	48
2023 Q1	$813K	Buy	+13,372	New	+$813K	0.31%	90