Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Williams-Sonoma WSM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.92M Sell
2025
Q2 		$10.1M Sell
2025
Q1 		$9.91M Buy
2024
Q4 		$10.1M Buy
2024
Q3 		$4.01M Buy
2024
Q2 		$3.62M Sell
2024
Q1 		$8.91M Buy
2023
Q4 		$2.7M Sell
2023
Q3 		$2.16M Buy
2023
Q2 		$307K Buy