Claret 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+1,416
| New | +$231K | 0.03% | 398 |
|
|
2025
Q1 | – | Sell |
-1,248
| Closed | -$231K | – | 351 |
|
|
2024
Q4 | $231K | Buy |
+1,248
| New | +$231K | 0.04% | 221 |
|
|
2024
Q2 | – | Sell |
-2,226
| Closed | -$353K | – | 295 |
|
|
2024
Q1 | $353K | Sell |
2,226
-176
| -7% | -$27.9K | 0.06% | 111 |
|
|
2023
Q4 | $242K | Buy |
+2,402
| New | +$242K | 0.04% | 127 |
|