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Transform Wealth’s Williams-Sonoma WSM Stock Holding History

Transform Wealth’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$2.4M Buy
15,205
+746
+5% +$118K 0.15% 108
2024
Q4 		$2.68M Buy
14,459
+446
+3% +$82.6K 0.15% 107
2024
Q3 		$2.17M Buy
+14,013
New +$2.17M 0.14% 98