AGF Management’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 | – | Sell |
-4,124
| Closed | -$639K | – | 766 |
|
|
2024
Q3 | $639K | Hold |
4,124
| – | – | ﹤0.01% | 604 |
|
|
2024
Q2 | $582K | Buy |
+4,124
| New | +$582K | ﹤0.01% | 614 |
|
|
2023
Q1 | – | Sell |
-120,000
| Closed | -$6.9M | – | 829 |
|
|
2022
Q4 | $6.9M | Buy |
+120,000
| New | +$6.9M | 0.05% | 227 |
|