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Trek Financial’s Williams-Sonoma WSM Stock Holding History

Trek Financial’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 		– Sell
-21,853
Closed -$4.05M – 457
2024
Q4 		$4.05M Buy
+21,853
New +$4.05M 0.3% 90