Series J (StylePlus-Mid Growth Series) WSM Holdings History
Series J (StylePlus-Mid Growth Series)'s Williams-Sonoma Inc Holding Summary
As of 2024-09-30, Series J (StylePlus-Mid Growth Series) held 4,758.00 shares of Williams-Sonoma Inc(WSM), totaling $737,110.00. This investment constitutes 1.7% of their stock portfolio, and Series J (StylePlus-Mid Growth Series) now holds 0% of the outstanding Williams-Sonoma Inc(WSM) stock.
The initial trade took place in 2019Q3. And since then Series J (StylePlus-Mid Growth Series) has made 4 purchases of WSM, at an average price of $64.37, for a total of 11,766.00 shares. In addition, there have been 8 sales at an average price of $90.96 for 7,008.00 shares. Based on historical transaction data and WSM's current price of $172.23, Series J (StylePlus-Mid Growth Series)'s estimated gain on his WSM holdings is $699,534.54, reflecting a 92.36% gain to date.
Series J (StylePlus-Mid Growth Series) WSM ($172.23) Holding Chart
Series J (StylePlus-Mid Growth Series) WSM ($172.23) 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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