TFO Wealth Partners’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$318 | – | 760 |
|
|
2024
Q1 | $318 | Hold |
2
| – | – | ﹤0.01% | 380 |
|
|
2023
Q4 | $202 | Sell |
2
-8
| -80% | -$808 | ﹤0.01% | 642 |
|
|
2023
Q3 | $626 | Buy |
10
+8
| +400% | +$501 | ﹤0.01% | 391 |
|
|
2023
Q2 | $125 | Hold |
2
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $122 | Sell |
2
-126
| -98% | -$7.69K | ﹤0.01% | 602 |
|
|
2022
Q4 | $2.11K | Buy |
+128
| New | +$2.11K | ﹤0.01% | 249 |
|
|
2022
Q3 | – | Sell |
-56
| Closed | -$3K | – | 505 |
|
|
2022
Q2 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 288 |
|