Sugarloaf Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Hold	0	–	–	–	720
2023 Q3	–	Hold	0	–	–	–	715
2022 Q1	–	Sell	-40	Closed	-$3K	–	776
2021 Q4	$3K	Buy	+40	New	+$3K	﹤0.01%	649