Sowell Financial Services’s Williams-Sonoma WSM Stock Holding History

Sowell Financial Services’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$805K	Sell
2025 Q2	$722K	Buy
2025 Q1	$657K	Buy
2021 Q2	–	Sell
2021 Q1	$474K	Buy
2020 Q4	$204K	Hold
2020 Q3	$182K	Hold
2020 Q2	$165K	Hold
2020 Q1	$85K	Sell
2019 Q4	$215K	Hold
2019 Q3	$199K	Buy