FC
Fulcrum Capital’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,010
| Closed | -$318K | – | 109 |
|
|
2025
Q1 | $318K | Buy |
2,010
+210
| +12% | +$33.2K | 0.07% | 89 |
|
|
2024
Q4 | $333K | Sell |
1,800
-1,920
| -52% | -$356K | 0.07% | 91 |
|
|
2024
Q3 | $576K | Buy |
3,720
+1,860
| +100% | +$288K | 0.13% | 60 |
|
|
2024
Q2 | $525K | Hold |
1,860
| – | – | 0.12% | 61 |
|
|
2024
Q1 | $591K | Hold |
1,860
| – | – | 0.14% | 57 |
|
|
2023
Q4 | $375K | Buy |
+1,860
| New | +$375K | 0.1% | 79 |
|