Applied Finance Capital 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
-3,094
Closed -$573K 330
2024
Q4
$573K Hold
3,094
0.02% 189
2024
Q3
$479K Buy
+3,094
New +$479K 0.02% 204