Van Hulzen Asset Management’s Williams-Sonoma WSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-216	Closed	-$40K	–	1123
2024 Q4	$40K	Buy	+216	New	+$40K	﹤0.01%	545
2018 Q2	–	Sell	-18,880	Closed	-$498K	–	224
2018 Q1	$498K	Sell	18,880 -5,470	-22%	-$144K	0.15%	111
2017 Q4	$629K	Buy	+24,350	New	+$629K	0.19%	104