Burns Matteson 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
2021
Q4
Sell
-5,692
Closed -$505K 162
2021
Q3
$505K Buy
5,692
+1,334
+31% +$118K 0.38% 51
2021
Q2
$348K Buy
4,358
+744
+21% +$59.4K 0.28% 87
2021
Q1
$324K Buy
+3,614
New +$324K 0.31% 54