Sanctuary Advisors’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$9.18M Sell
42,198
-591
-1% -$129K 0.06% 334
2024
Q3
$7.36M Sell
42,789
-657
-2% -$113K 0.05% 385
2024
Q2
$6.13M Buy
+43,446
New +$6.13M 0.04% 398