EOJOAM
E. Ohman J:or Asset Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
4,836
-1,064
| -18% | -$174K | 0.02% | 305 |
|
|
2025
Q1 | $933K | Sell |
5,900
-500
| -8% | -$79.1K | 0.02% | 278 |
|
|
2024
Q4 | $1.19M | Buy |
6,400
+1,000
| +19% | +$185K | 0.03% | 259 |
|
|
2024
Q3 | $837K | Buy |
5,400
+2,700
| +100% | +$418K | 0.02% | 290 |
|
|
2024
Q2 | $762K | Hold |
2,700
| – | – | 0.02% | 293 |
|
|
2024
Q1 | $857K | Buy |
+2,700
| New | +$857K | 0.02% | 273 |
|