TIAA Trust, National Association’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 | $299K | Buy |
1,833
+40
| +2% | +$6.54K | ﹤0.01% | 560 |
|
|
2025
Q1 | $283K | Buy |
1,793
+326
| +22% | +$51.5K | ﹤0.01% | 548 |
|
|
2024
Q4 | $272K | Sell |
1,467
-33
| -2% | -$6.11K | ﹤0.01% | 559 |
|
|
2024
Q3 | $232K | Buy |
+1,500
| New | +$232K | ﹤0.01% | 599 |
|
|
2024
Q2 | – | Sell |
-1,266
| Closed | -$201K | – | 652 |
|
|
2024
Q1 | $201K | Buy |
+1,266
| New | +$201K | ﹤0.01% | 601 |
|