Archer Multi Cap Fund WSM Holdings History

Number of Shares
820.00
Current Holdings Value*
$159,560.00
% of Portfolio
1.82%
Total Estimate Gain
$40,202.20
% of Total Estimate Gain
21.61%

Archer Multi Cap Fund's Williams-Sonoma Inc Holding Summary

As of 2025-02-28, ARCHER INVESTMENT SERIES TRUST held 820.00 shares of Williams-Sonoma Inc(WSM), totaling $159,560.00. This investment constitutes 1.82% of their stock portfolio, and ARCHER INVESTMENT SERIES TRUST now holds 0% of the outstanding Williams-Sonoma Inc(WSM) stock.

The initial trade took place in 2022Q1. And since then Archer Multi Cap Fund has made 3 purchases of WSM, at an average price of $105.09, for a total of 1,770.00 shares. In addition, there have been 2 sales at an average price of $79.45 for 950.00 shares. Based on historical transaction data and WSM's current price of $183.84, Archer Multi Cap Fund's estimated gain on his WSM holdings is $40,202.20, reflecting a 21.61% gain to date.

Archer Multi Cap Fund WSM ($183.84) Holding Chart

Archer Multi Cap Fund WSM ($183.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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