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Lugano Financial Advisors SA (LFA)’s Williams-Sonoma WSM Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q3 		– Sell
-3,042
Closed -$190K – 213
2023
Q2 		$190K Hold
3,042
– – 0.13% 77
2023
Q1 		$185K Sell
3,042
-508
-14% -$31.7K 0.14% 51
2022
Q4 		$204K Sell
3,550
-3,550
-50% -$213K 0.15% 59
2022
Q3 		$418K Buy
7,100
+3,550
+100% +$252K 0.33% 47
2022
Q2 		$196K Hold
3,550
– – 0.14% 63
2022
Q1 		$258K Hold
3,550
– – 0.17% 56
2021
Q4 		$300K Hold
3,550
– – 0.17% 56
2021
Q3 		$315K Hold
3,550
– – 0.21% 53
2021
Q2 		$283K Hold
3,550
– – 0.18% 53
2021
Q1 		$318K Buy
+3,550
New +$240K 0.22% 48

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