Red Tortoise LLC’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Hold |
144
| – | – | 0.01% | 158 |
|
|
2025
Q1 | $22.8K | Hold |
144
| – | – | 0.01% | 147 |
|
|
2024
Q4 | $26.7K | Hold |
144
| – | – | 0.01% | 138 |
|
|
2024
Q3 | $22.3K | Hold |
144
| – | – | 0.01% | 152 |
|
|
2024
Q2 | $20.3K | Hold |
144
| – | – | 0.01% | 154 |
|
|
2024
Q1 | $22.9K | Hold |
144
| – | – | 0.01% | 139 |
|
|
2023
Q4 | $14.5K | Hold |
144
| – | – | 0.01% | 152 |
|
|
2023
Q3 | $11.2K | Hold |
144
| – | – | 0.01% | 165 |
|
|
2023
Q2 | $9.01K | Hold |
144
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $8.76K | Hold |
144
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $8.27K | Buy |
+144
| New | +$8.27K | 0.01% | 244 |
|
|
2021
Q4 | – | Sell |
-144
| Closed | -$8K | – | 550 |
|
|
2021
Q3 | $8K | Buy |
+144
| New | +$8K | 0.01% | 232 |
|