Summit Securities Group’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	$13.4K	Buy	+82	New	+$13.4K	﹤0.01%	695
2023 Q2	–	Sell	-2	Closed	–	–	949
2023 Q1	$0	Buy	+2	New	–	﹤0.01%	1126
2022 Q1	–	Sell	-3,000	Closed	-$254K	–	955
2021 Q4	$254K	Buy	+3,000	New	+$254K	0.01%	307