TFG Advisers’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Sell |
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|
2025
Q1 | $860K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $872K | Buy |
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|
2024
Q2 | $776K | Buy |
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|
2024
Q1 | $846K | Buy |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $251K | Buy |
|