CAM
Clark Asset Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
1,444
| – | – | 0.03% | 169 |
|
|
2025
Q1 | $228K | Buy |
1,444
+38
| +3% | +$6.01K | 0.04% | 138 |
|
|
2024
Q4 | $260K | Hold |
1,406
| – | – | 0.05% | 117 |
|
|
2024
Q3 | $218K | Buy |
+1,406
| New | +$218K | 0.05% | 117 |
|
|
2024
Q2 | – | Sell |
-703
| Closed | -$223K | – | 105 |
|
|
2024
Q1 | $223K | Buy |
+703
| New | +$223K | 0.07% | 83 |
|