S&P MidCap Index Fund WSM Holdings History
Number of Shares
4,597.00
Current Holdings Value*
$894,480.00
% of Portfolio
0.85%
Total Estimate Gain
$431,522.72
% of Total Estimate Gain
60.82%
S&P MidCap Index Fund's Williams-Sonoma Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 4,597.00 shares of Williams-Sonoma Inc(WSM), totaling $894,480.00. This investment constitutes 0.85% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Williams-Sonoma Inc(WSM) stock.
The initial trade took place in 2021Q2. In addition, there have been 13 sales at an average price of $91.85 for 3,895.00 shares. Based on historical transaction data and WSM's current price of $170.39, S&P MidCap Index Fund's estimated gain on his WSM holdings is $431,522.72, reflecting a 60.82% gain to date.
S&P MidCap Index Fund WSM ($170.39) Holding Chart
S&P MidCap Index Fund 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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