Talon Private Wealth’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	$56.2K	Buy	+344	New	+$56.2K	0.01%	199
2025 Q1	–	Sell	-78	Closed	-$14.4K	–	305
2024 Q4	$14.4K	Hold	78	–	–	﹤0.01%	203
2024 Q3	$12.1K	Buy	+78	New	+$12.1K	﹤0.01%	163