JIC
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Joel Isaacson & Co’s Williams-Sonoma WSM Stock Holding History

Joel Isaacson & Co’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,600
Closed -$226K – 380
2024
Q2 		$226K Sell
1,600
-546
-25% -$77.1K 0.01% 310
2024
Q1 		$341K Buy
2,146
+8
+0.4% +$1.27K 0.02% 260
2023
Q4 		$216K Buy
+2,138
New +$216K 0.01% 289