Polianta Ltd’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 |
-7,600
| Closed | -$1.18M | – | 93 |
|
2024
Q3 | $1.18M | Hold |
7,600
| – | – | 0.55% | 40 |
|
2024
Q2 | $1.07M | Buy |
+7,600
| New | +$1.07M | 0.54% | 39 |
|
2021
Q1 | – | Sell |
-22,200
| Closed | -$1.13M | – | 99 |
|
2020
Q4 | $1.13M | Sell |
22,200
-4,800
| -18% | -$244K | 0.62% | 62 |
|
2020
Q3 | $1.22M | Buy |
27,000
+4,600
| +21% | +$208K | 0.72% | 26 |
|
2020
Q2 | $918K | Buy |
+22,400
| New | +$918K | 0.59% | 61 |
|
2017
Q1 | – | Sell |
-43,800
| Closed | -$1.06M | – | 97 |
|
2016
Q4 | $1.06M | Buy |
+43,800
| New | +$1.06M | 0.57% | 49 |
|