Atom Investors’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 |
-18,003
| Closed | -$2.79M | – | 650 |
|
|
2024
Q3 | $2.79M | Buy |
18,003
+9,261
| +106% | +$1.43M | 0.29% | 116 |
|
|
2024
Q2 | $1.23M | Buy |
+8,742
| New | +$1.23M | 0.12% | 217 |
|
|
2022
Q3 | – | Sell |
-5,588
| Closed | -$310K | – | 379 |
|
|
2022
Q2 | $310K | Buy |
+5,588
| New | +$310K | 0.14% | 152 |
|
|
2021
Q4 | – | Sell |
-11,830
| Closed | -$1.05M | – | 405 |
|
|
2021
Q3 | $1.05M | Buy |
+11,830
| New | +$1.05M | 0.08% | 114 |
|
|
2020
Q2 | – | Sell |
-47,284
| Closed | -$1.01M | – | 475 |
|
|
2020
Q1 | $1.01M | Buy |
+47,284
| New | +$1.01M | 0.09% | 138 |
|
|
2019
Q2 | – | Sell |
-23,720
| Closed | -$667K | – | 634 |
|
|
2019
Q1 | $667K | Sell |
23,720
-36,788
| -61% | -$1.03M | 0.06% | 233 |
|
|
2018
Q4 | $1.53M | Buy |
+60,508
| New | +$1.53M | 0.15% | 165 |
|