Winnow Wealth’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
Sell
-4,782
Closed -$756K 683
2025
Q1
$756K Buy
4,782
+156
+3% +$24.7K 0.7% 55
2024
Q4
$824K Buy
+4,626
New +$824K 0.82% 40