Midas Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $3.61M | Hold |
111,000
| – | – | 1.57% | 14 |
|
|
2019
Q1 | $3.12M | Buy |
111,000
+14,000
| +14% | +$394K | 1.33% | 18 |
|
|
2018
Q4 | $2.45M | Hold |
97,000
| – | – | 1.17% | 26 |
|
|
2018
Q3 | $3.19M | Hold |
97,000
| – | – | 1.43% | 11 |
|
|
2018
Q2 | $2.98M | Hold |
97,000
| – | – | 1.41% | 15 |
|
|
2018
Q1 | $2.56M | Hold |
97,000
| – | – | 1.2% | 35 |
|
|
2017
Q4 | $2.51M | Hold |
97,000
| – | – | 1% | 46 |
|
|
2017
Q3 | $2.42M | Hold |
97,000
| – | – | 1.28% | 27 |
|
|
2017
Q2 | $2.35M | Hold |
97,000
| – | – | 1.25% | 28 |
|
|
2017
Q1 | $2.6M | Hold |
97,000
| – | – | 1.37% | 10 |
|
|
2016
Q4 | $2.35M | Buy |
97,000
+75,098
| +343% | +$1.82M | 1.11% | 20 |
|
|
2016
Q3 | $559K | Hold |
21,902
| – | – | 0.34% | 107 |
|
|
2016
Q2 | $571K | Hold |
21,902
| – | – | 0.32% | 118 |
|
|
2016
Q1 | $599K | Buy |
+21,902
| New | +$599K | 0.31% | 122 |
|