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Longfellow Investment Management’s Williams-Sonoma WSM Stock Holding History

Longfellow Investment Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$487 – 283
2023
Q1 		$487 Hold
8
– – ﹤0.01% 266
2022
Q4 		$460 Buy
8
+4
+100% +$240 ﹤0.01% 273
2022
Q3 		$0 Hold
4
– – ﹤0.01% 370
2022
Q2 		$1K Hold
4
– – ﹤0.01% 355
2022
Q1 		$1K Hold
4
– – ﹤0.01% 391
2021
Q4 		$1K Hold
4
– – ﹤0.01% 392
2021
Q3 		$1K Hold
4
– – ﹤0.01% 424
2021
Q2 		$1K Hold
4
– – ﹤0.01% 442
2021
Q1 		$1K Sell
4
-3,402
-100% -$230K ﹤0.01% 497
2020
Q4 		$175K Buy
+3,406
New +$174K 0.02% 278

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