Summit Securities Group’s Williams-Sonoma WSM Stock Holding History

Summit Securities Group’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	$41.6K	Buy
2025 Q2	$13.4K	Buy
2023 Q2	–	Sell
2023 Q1	$0	Buy
2022 Q1	–	Sell
2021 Q4	$254K	Buy