Eagle Asset Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $4.05M | Buy |
+31,199
| New | +$4.05M | 0.02% | 408 |
|
2020
Q4 | – | Sell |
-91,366
| Closed | -$4.08M | – | 678 |
|
2020
Q3 | $4.08M | Sell |
91,366
-86,698
| -49% | -$3.87M | 0.02% | 383 |
|
2020
Q2 | $7.3M | Sell |
178,064
-1,948
| -1% | -$79.9K | 0.04% | 323 |
|
2020
Q1 | $3.83M | Buy |
+180,012
| New | +$3.83M | 0.02% | 383 |
|