Vahanian & Associates Financial Planning’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,940
Closed -$249K 143
2021
Q4
$249K Buy
+2,940
New +$249K 0.2% 134