Argonautica Private Wealth Management’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,834
Closed -$240K 196
2023
Q2
$240K Sell
3,834
-30
-0.8% -$1.88K 0.11% 174
2023
Q1
$235K Sell
3,864
-3,076
-44% -$187K 0.12% 139
2022
Q4
$399K Buy
+6,940
New +$399K 0.2% 94