Convergence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,404
| Closed | -$445K | – | 312 |
|
|
2024
Q4 | $445K | Buy |
+2,404
| New | +$445K | 0.1% | 191 |
|
|
2018
Q2 | – | Sell |
-158
| Closed | -$4K | – | 916 |
|
|
2018
Q1 | $4K | Buy |
+158
| New | +$4K | ﹤0.01% | 886 |
|
|
2013
Q4 | – | Sell |
-78,674
| Closed | -$2.21M | – | 411 |
|
|
2013
Q3 | $2.21M | Buy |
+78,674
| New | +$2.21M | 0.47% | 69 |
|