Monument Capital Management’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,584
| Closed | -$4.27M | – | 215 |
|
|
2024
Q3 | $4.27M | Sell |
27,584
-1,156
| -4% | -$179K | 1.18% | 23 |
|
|
2024
Q2 | $4.06M | Buy |
28,740
+88
| +0.3% | +$12.4K | 1.19% | 23 |
|
|
2024
Q1 | $4.55M | Sell |
28,652
-2,588
| -8% | -$411K | 1.31% | 16 |
|
|
2023
Q4 | $3.15M | Buy |
+31,240
| New | +$3.15M | 1.01% | 25 |
|
|
2022
Q4 | – | Sell |
-22,966
| Closed | -$1.35M | – | 167 |
|
|
2022
Q3 | $1.35M | Buy |
22,966
+1,424
| +7% | +$83.9K | 0.51% | 59 |
|
|
2022
Q2 | $1.2M | Sell |
21,542
-1,768
| -8% | -$98.1K | 0.45% | 63 |
|
|
2022
Q1 | $1.69M | Buy |
23,310
+6,680
| +40% | +$484K | 0.55% | 58 |
|
|
2021
Q4 | $1.41M | Sell |
16,630
-6,866
| -29% | -$580K | 0.44% | 70 |
|
|
2021
Q3 | $2.08M | Sell |
23,496
-256
| -1% | -$22.7K | 0.71% | 56 |
|
|
2021
Q2 | $1.9M | Sell |
23,752
-362
| -2% | -$28.9K | 0.66% | 61 |
|
|
2021
Q1 | $2.16M | Buy |
+24,114
| New | +$2.16M | 0.87% | 57 |
|