Catalyst Funds Management’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,200
Closed -$778K 600
2024
Q4
$778K Buy
4,200
+2,800
+200% +$519K 0.19% 108
2024
Q3
$217K Buy
+1,400
New +$217K 0.05% 268