Monongahela All Cap Value Fund WSM Holdings History
Monongahela All Cap Value Fund's Williams-Sonoma Inc Holding Summary
As of 2025-04-30, FORUM FUNDS held 8,000.00 shares of Williams-Sonoma Inc(WSM), totaling $1.24 Mil. This investment constitutes 3.97% of their stock portfolio, and FORUM FUNDS now holds 0.01% of the outstanding Williams-Sonoma Inc(WSM) stock.
The initial trade took place in 2020Q2. And since then Monongahela All Cap Value Fund has made 7 purchases of WSM, at an average price of $46.58, for a total of 24,500.00 shares. In addition, there have been 9 sales at an average price of $98.51 for 16,500.00 shares. Based on historical transaction data and WSM's current price of $165.01, Monongahela All Cap Value Fund's estimated gain on his WSM holdings is $1.80 Mil, reflecting a 158.12% gain to date.
Monongahela All Cap Value Fund WSM ($165.01) Holding Chart
Monongahela All Cap Value 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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