Baldwin 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
2022
Q3
Sell
-5,840
Closed -$324 218
2022
Q2
$324 Sell
5,840
-8,390
-59% -$465 0.06% 177
2022
Q1
$1.03K Buy
14,230
+2,076
+17% +$151 0.16% 100
2021
Q4
$1.03K Buy
+12,154
New +$1.03K 0.16% 102