Hanseatic Management Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $525K | Buy |
2,837
+200
| +8% | +$37K | 0.67% | 50 |
|
|
2024
Q3 | $409K | Buy |
2,637
+281
| +12% | +$43.5K | 0.58% | 53 |
|
|
2024
Q2 | $333K | Sell |
2,356
-2
| -0.1% | -$282 | 0.5% | 49 |
|
|
2024
Q1 | $374K | Buy |
2,358
+1,870
| +383% | +$297K | 0.57% | 51 |
|
|
2023
Q4 | $49.2K | Buy |
+488
| New | +$49.2K | 0.09% | 67 |
|
|
2014
Q3 | – | Sell |
-40,586
| Closed | -$1.46M | – | 390 |
|
|
2014
Q2 | $1.46M | Buy |
40,586
+40,490
| +42,177% | +$1.45M | 0.94% | 42 |
|
|
2014
Q1 | $717 | Buy |
+96
| New | +$717 | 0.02% | 162 |
|