Strategic Wealth Partners’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	$24.8K	Buy	+152	New	+$24.8K	﹤0.01%	611
2019 Q2	–	Sell	-50	Closed	-$1K	–	831
2019 Q1	$1K	Buy	+50	New	+$1K	﹤0.01%	756