Tandem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,510
| Closed | -$470K | – | 111 |
|
|
2023
Q2 | $470K | Hold |
7,510
| – | – | 0.31% | 74 |
|
|
2023
Q1 | $457K | Hold |
7,510
| – | – | 0.32% | 72 |
|
|
2022
Q4 | $432K | Hold |
7,510
| – | – | 0.34% | 67 |
|
|
2022
Q3 | $442K | Sell |
7,510
-660
| -8% | -$38.8K | 0.37% | 64 |
|
|
2022
Q2 | $453K | Hold |
8,170
| – | – | 0.36% | 65 |
|
|
2022
Q1 | $553K | Buy |
+8,170
| New | +$553K | 0.38% | 61 |
|