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Whalen Wealth Management’s Williams-Sonoma WSM Stock Holding History

Whalen Wealth Management’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 		$455K Buy
2,783
+640
+30% +$105K 0.29% 104
2025
Q1 		$339K Buy
2,143
+643
+43% +$102K 0.23% 101
2024
Q4 		$278K Buy
+1,500
New +$278K 0.19% 101