Contravisory Investment 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 | $12.7K | Hold |
78
| – | – | ﹤0.01% | 332 |
|
2025
Q1 | $12.3K | Sell |
78
-48
| -38% | -$7.59K | ﹤0.01% | 335 |
|
2024
Q4 | $23.3K | Hold |
126
| – | – | 0.01% | 272 |
|
2024
Q3 | $19.5K | Buy |
126
+12
| +11% | +$1.86K | ﹤0.01% | 289 |
|
2024
Q2 | $16.1K | Sell |
114
-96
| -46% | -$13.6K | ﹤0.01% | 294 |
|
2024
Q1 | $33.3K | Buy |
+210
| New | +$33.3K | 0.01% | 243 |
|