SSA
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Sierra Summit Advisors’s Williams-Sonoma WSM Stock Holding History

Sierra Summit Advisors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,922
Closed -$620K – 220
2025
Q1 		$620K Buy
+3,922
New +$620K 0.13% 120