Counterpoint Mutual Funds’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 | $731K | Buy |
+4,472
| New | +$731K | 0.06% | 92 |
|
|
2024
Q4 | $282K | Buy |
+1,522
| New | +$282K | 0.04% | 254 |
|
|
2024
Q2 | – | Sell |
-4,278
| Closed | -$679K | – | 302 |
|
|
2024
Q1 | $679K | Buy |
+4,278
| New | +$679K | 0.17% | 21 |
|
|
2021
Q3 | – | Sell |
-166
| Closed | -$13K | – | 254 |
|
|
2021
Q2 | $13K | Buy |
+166
| New | +$13K | 0.01% | 141 |
|