Meehan Focus Fund WSM Holdings History
Meehan Focus Fund's Williams-Sonoma Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 23,860.00 shares of Williams-Sonoma Inc(WSM), totaling $4.64 Mil. This investment constitutes 3.14% of their stock portfolio, and Ultimus Managers Trust now holds 0.02% of the outstanding Williams-Sonoma Inc(WSM) stock.
The initial trade took place in 2021Q4. And since then Meehan Focus Fund has made 1 purchases of WSM, at an average price of $91.70, for a total of 26,860.00 shares. In addition, there have been 1 sales at an average price of $197.95 for 3,000.00 shares. Based on historical transaction data and WSM's current price of $165.01, Meehan Focus Fund's estimated gain on his WSM holdings is $2.07 Mil, reflecting a 83.96% gain to date.
Meehan Focus Fund WSM ($165.01) Holding Chart
Meehan Focus Fund WSM ($165.01) 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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