Signature Estate & Investment Advisors’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
$215K Buy
1,313
+1
+0.1% +$163 ﹤0.01% 542
2025
Q1
$207K Hold
1,312
0.01% 525
2024
Q4
$243K Hold
1,312
0.01% 464
2024
Q3
$203K Buy
+1,312
New +$203K ﹤0.01% 502