Beaumont Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,086
| Closed | -$917K | – | 70 |
|
|
2023
Q4 | $917K | Sell |
9,086
-30
| -0.3% | -$3.03K | 0.65% | 33 |
|
|
2023
Q3 | $708K | Buy |
9,116
+194
| +2% | +$15.1K | 0.58% | 35 |
|
|
2023
Q2 | $558K | Sell |
8,922
-24
| -0.3% | -$1.5K | 0.42% | 45 |
|
|
2023
Q1 | $544K | Sell |
8,946
-192
| -2% | -$11.7K | 0.4% | 52 |
|
|
2022
Q4 | $525K | Buy |
+9,138
| New | +$525K | 0.38% | 46 |
|