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Unique Wealth Strategies’s Williams-Sonoma WSM Stock Holding History

Unique Wealth Strategies’s Portfolio WSM Stock Details WSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,025
Closed -$610K – 216
2023
Q4 		$610K Buy
+3,025
New +$610K 0.41% 103