Genus Capital 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 | $1.24M | Buy |
7,560
+5,960
| +373% | +$974K | 0.16% | 126 |
|
|
2025
Q1 | $253K | Buy |
+1,600
| New | +$253K | 0.04% | 166 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 220 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 222 |
|
|
2024
Q2 | – | Sell |
-2,842
| Closed | -$451K | – | 222 |
|
|
2024
Q1 | $451K | Buy |
+2,842
| New | +$451K | 0.06% | 162 |
|
|
2023
Q4 | – | Sell |
-29,548
| Closed | -$2.3M | – | 219 |
|
|
2023
Q3 | $2.3M | Sell |
29,548
-13,880
| -32% | -$1.08M | 0.36% | 85 |
|
|
2023
Q2 | $2.72M | Buy |
+43,428
| New | +$2.72M | 0.4% | 81 |
|