Oberweis Small-Cap Value Fund WSM Holdings History
Number of Shares
16,640.00
Current Holdings Value*
$353,770.00
% of Portfolio
2.73%
Total Estimate Gain
$13,036.80
% of Total Estimate Gain
1.85%
Oberweis Small-Cap Value Fund's Williams-Sonoma Inc Holding Summary
As of 2020-03-31, OBERWEIS FUNDS held 16,640.00 shares of Williams-Sonoma Inc(WSM), totaling $353,770.00. This investment constitutes 2.73% of their stock portfolio, and OBERWEIS FUNDS now holds 0.01% of the outstanding Williams-Sonoma Inc(WSM) stock.
The initial trade took place in 2019Q3. In addition, there have been 3 sales at an average price of $33.71 for 21,240.00 shares. Based on historical transaction data and WSM's current price of $173.19, Oberweis Small-Cap Value Fund's estimated gain on his WSM holdings is $13,036.80, reflecting a 1.85% gain to date.
Oberweis Small-Cap Value Fund WSM ($173.19) Holding Chart
Oberweis Small-Cap Value Fund WSM ($173.19) 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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