Three Seasons Wealth’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,192
Closed -$309K 118
2024
Q2
$309K Sell
2,192
-2,142
-49% -$302K 0.17% 72
2024
Q1
$672K Buy
+4,334
New +$672K 0.47% 53