Transamerica Financial Advisors’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	$105K	Sell	644 -38	-6%	-$6.2K	0.01%	270
2025 Q1	$108K	Sell	682 -64	-9%	-$10.1K	0.01%	264
2024 Q4	$139K	Buy	746 +7	+0.9%	+$1.3K	0.01%	242
2024 Q3	$115K	Buy	+739	New	+$115K	0.01%	259