Welch Capital Partners’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-211,900
Closed -$5.8M 39
2016
Q1
$5.8M Buy
211,900
+60,780
+40% +$1.66M 2.12% 25
2015
Q4
$4.41M Buy
+151,120
New +$4.41M 1.49% 25