Meag Munich Ergo’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.41M Sell
27,005
-22,906
-46% -$3.74M 0.12% 95
2025
Q1
$7.89M Buy
49,911
+21,664
+77% +$3.43M 0.23% 76
2024
Q4
$5.27M Sell
28,247
-37,887
-57% -$7.07M 0.17% 78
2024
Q3
$10.2M Sell
66,134
-9,444
-12% -$1.46M 0.32% 62
2024
Q2
$10.7M Buy
+75,578
New +$10.7M 0.35% 61