TA
TFB Advisors’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
1,569
+288
| +22% | +$47.1K | 0.07% | 285 |
|
|
2025
Q1 | $203K | Buy |
1,281
+67
| +6% | +$10.6K | 0.06% | 315 |
|
|
2024
Q4 | $225K | Buy |
+1,214
| New | +$225K | 0.06% | 297 |
|
|
2024
Q3 | – | Sell |
-868
| Closed | -$245K | – | 326 |
|
|
2024
Q2 | $245K | Buy |
868
+19
| +2% | +$5.37K | 0.08% | 257 |
|
|
2024
Q1 | $241K | Buy |
+849
| New | +$241K | 0.09% | 240 |
|