WC
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Waterloo Capital’s Williams-Sonoma WSM Stock Holding History

Waterloo Capital’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,370
Closed -$217K – 399
2024
Q1 		$217K Sell
1,370
-1,730
-56% -$275K 0.03% 333
2023
Q4 		$313K Buy
+3,100
New +$313K 0.05% 283