Chartwell Investment Partners’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
$2.57M Sell
16,596
-612
-4% -$94.8K 0.09% 266
2024
Q2
$2.43M Sell
17,208
-152
-0.9% -$21.5K 0.09% 267
2024
Q1
$2.76M Buy
+17,360
New +$2.76M 0.1% 259
2013
Q3
Sell
-596,670
Closed -$16.7M 363
2013
Q2
$16.7M Buy
+596,670
New +$16.7M 0.42% 77