WR Wealth Planners’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$25.2K Buy
136
+30
+28% +$5.56K 0.01% 425
2024
Q3
$16.4K Buy
106
+90
+563% +$13.9K ﹤0.01% 542
2024
Q2
$2.26K Buy
16
+8
+100% +$1.13K ﹤0.01% 861
2024
Q1
$1.27K Buy
+8
New +$1.27K ﹤0.01% 940