Nebula Research & Development’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,868
| Closed | -$405K | – | 1195 |
|
2024
Q2 | $405K | Buy |
+2,868
| New | +$405K | 0.07% | 501 |
|
2024
Q1 | – | Sell |
-3,906
| Closed | -$394K | – | 1023 |
|
2023
Q4 | $394K | Buy |
+3,906
| New | +$394K | 0.12% | 326 |
|
2023
Q3 | – | Sell |
-5,496
| Closed | -$344K | – | 672 |
|
2023
Q2 | $344K | Buy |
5,496
+670
| +14% | +$41.9K | 0.26% | 189 |
|
2023
Q1 | $294K | Buy |
+4,826
| New | +$294K | 0.52% | 114 |
|