Synergy Asset Management’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6	Closed	-$930	–	867
2024 Q4	$930	Buy	+6	New	+$930	﹤0.01%	723