Weld 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
2021
Q1
Sell
-11,820
Closed -$602K 580
2020
Q4
$602K Sell
11,820
-11,674
-50% -$595K 0.24% 148
2020
Q3
$1.06M Buy
+23,494
New +$1.06M 0.42% 59