Midcap Stock Portfolio WSM Holdings History
Midcap Stock Portfolio's Williams-Sonoma Inc Holding Summary
As of 2025-03-31, BNY MELLON INVESTMENT PORTFOLIOS held 9,421.00 shares of Williams-Sonoma Inc(WSM), totaling $1.49 Mil. This investment constitutes 1.03% of their stock portfolio, and BNY MELLON INVESTMENT PORTFOLIOS now holds 0.01% of the outstanding Williams-Sonoma Inc(WSM) stock.
The initial trade took place in 2020Q1. And since then Midcap Stock Portfolio has made 6 purchases of WSM, at an average price of $36.31, for a total of 15,884.00 shares. In addition, there have been 11 sales at an average price of $79.33 for 6,463.00 shares. Based on historical transaction data and WSM's current price of $170.39, Midcap Stock Portfolio's estimated gain on his WSM holdings is $1.54 Mil, reflecting a 267.18% gain to date.
Midcap Stock Portfolio WSM ($170.39) Holding Chart
Midcap Stock Portfolio WSM ($170.39) 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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