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Regis Management Company’s Williams-Sonoma WSM Stock Holding History

Regis Management Company’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,116
Closed -$225K – 71
2019
Q4 		$225K Hold
6,116
– – 0.03% 65
2019
Q3 		$208K Buy
+6,116
New +$202K 0.04% 64
2018
Q4 		– Sell
-6,116
Closed -$201K – 65
2018
Q3 		$201K Buy
+6,116
New +$194K 0.03% 62
2015
Q4 		– Sell
-6,116
Closed -$233K – 99
2015
Q3 		$233K Hold
6,116
– – 0.07% 38
2015
Q2 		$252K Hold
6,116
– – 0.07% 44
2015
Q1 		$244K Hold
6,116
– – 0.07% 44
2014
Q4 		$231K Hold
6,116
– – 0.07% 46
2014
Q3 		$204K Hold
6,116
– – 0.06% 53
2014
Q2 		$220K Hold
6,116
– – 0.06% 47
2014
Q1 		$204K Buy
+6,116
New +$178K 0.06% 46

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