Tidemark’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 | $13.7K | Hold |
84
| – | – | ﹤0.01% | 411 |
|
|
2025
Q1 | $13.3K | Hold |
84
| – | – | ﹤0.01% | 395 |
|
|
2024
Q4 | $15.6K | Hold |
84
| – | – | 0.01% | 384 |
|
|
2024
Q3 | $13K | Hold |
84
| – | – | 0.01% | 401 |
|
|
2024
Q2 | $11.9K | Hold |
84
| – | – | 0.01% | 393 |
|
|
2024
Q1 | $13.3K | Hold |
84
| – | – | 0.01% | 395 |
|
|
2023
Q4 | $8.48K | Buy |
+84
| New | +$8.48K | 0.01% | 442 |
|