Aigen Investment Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,422
| Closed | -$1.37M | – | 1073 |
|
|
2024
Q4 | $1.37M | Sell |
7,422
-619
| -8% | -$115K | 0.24% | 119 |
|
|
2024
Q3 | $1.25M | Buy |
8,041
+405
| +5% | +$62.7K | 0.24% | 108 |
|
|
2024
Q2 | $1.08M | Buy |
+7,636
| New | +$1.08M | 0.21% | 129 |
|
|
2022
Q3 | – | Sell |
-17,286
| Closed | -$959K | – | 791 |
|
|
2022
Q2 | $959K | Buy |
+17,286
| New | +$959K | 0.16% | 189 |
|
|
2022
Q1 | – | Sell |
-21,582
| Closed | -$1.83M | – | 1143 |
|
|
2021
Q4 | $1.83M | Buy |
+21,582
| New | +$1.83M | 0.11% | 239 |
|
|
2021
Q3 | – | Sell |
-17,508
| Closed | -$1.4M | – | 681 |
|
|
2021
Q2 | $1.4M | Buy |
+17,508
| New | +$1.4M | 0.24% | 116 |
|