Vision Financial Markets’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Hold
13,800
2.12% 12
2025
Q1
$2.18M Hold
13,800
2.37% 12
2024
Q4
$2.56M Buy
+13,800
New +$2.56M 2.74% 10