Isthmus Partners’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,072
| Closed | -$569K | – | 228 |
|
|
2024
Q4 | $569K | Sell |
3,072
-365
| -11% | -$67.6K | 0.07% | 134 |
|
|
2024
Q3 | $532K | Buy |
3,437
+339
| +11% | +$52.5K | 0.06% | 132 |
|
|
2024
Q2 | $437K | Buy |
3,098
+106
| +4% | +$15K | 0.05% | 141 |
|
|
2024
Q1 | $475K | Sell |
2,992
-152
| -5% | -$24.1K | 0.05% | 142 |
|
|
2023
Q4 | $317K | Buy |
+3,144
| New | +$317K | 0.04% | 155 |
|