E Fund 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 | $884K | Hold |
5,411
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $855K | Buy |
5,411
+313
| +6% | +$49.5K | 0.04% | 183 |
|
|
2024
Q4 | $944K | Hold |
5,098
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $790K | Hold |
5,098
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $720K | Sell |
5,098
-3,016
| -37% | -$426K | 0.04% | 148 |
|
|
2024
Q1 | $1.29M | Buy |
+8,114
| New | +$1.29M | 0.08% | 100 |
|