Simplicity Wealth’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,062	Closed	-$291K	–	1226
2024 Q2	$291K	Sell	2,062 -336	-14%	-$47.4K	0.01%	957
2024 Q1	$381K	Buy	+2,398	New	+$381K	0.01%	835