TFC Financial Management’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 | $1.14K | Buy |
7
+5
| +250% | +$817 | ﹤0.01% | 560 |
|
|
2025
Q1 | $317 | Hold |
2
| – | – | ﹤0.01% | 703 |
|
|
2024
Q4 | $371 | Hold |
2
| – | – | ﹤0.01% | 698 |
|
|
2024
Q3 | $310 | Hold |
2
| – | – | ﹤0.01% | 718 |
|
|
2024
Q2 | $283 | Hold |
2
| – | – | ﹤0.01% | 704 |
|
|
2024
Q1 | $318 | Buy |
+2
| New | +$318 | ﹤0.01% | 679 |
|