Camelot Portfolios’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,334
| Closed | -$329K | – | 581 |
|
|
2024
Q2 | $329K | Buy |
+2,334
| New | +$329K | 0.19% | 127 |
|
|
2024
Q1 | – | Sell |
-4,570
| Closed | -$461K | – | 208 |
|
|
2023
Q4 | $461K | Buy |
+4,570
| New | +$461K | 0.27% | 104 |
|
|
2023
Q3 | – | Sell |
-4,406
| Closed | -$276K | – | 197 |
|
|
2023
Q2 | $276K | Buy |
4,406
+60
| +1% | +$3.76K | 0.17% | 143 |
|
|
2023
Q1 | $264K | Sell |
4,346
-14
| -0.3% | -$852 | 0.18% | 140 |
|
|
2022
Q4 | $251K | Buy |
+4,360
| New | +$251K | 0.19% | 143 |
|