Savvy Advisors Inc’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
$234K Sell
1,434
-32
-2% -$5.23K 0.02% 548
2025
Q1
$232K Buy
1,466
+51
+4% +$8.06K 0.02% 449
2024
Q4
$262K Buy
1,415
+8
+0.6% +$1.48K 0.03% 368
2024
Q3
$218K Buy
+1,407
New +$218K 0.04% 320