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Wealthcare Advisory Partners’s Williams-Sonoma WSM Stock Holding History

Wealthcare Advisory Partners’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$219K Sell
1,341
-20
-1% -$3.27K 0.01% 906
2025
Q1 		$215K Sell
1,361
-32
-2% -$5.06K 0.01% 847
2024
Q4 		$258K Buy
+1,393
New +$258K 0.01% 762