Tiemann Investment Advisors’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 | $296K | Sell |
1,810
-75
| -4% | -$12.3K | 0.12% | 140 |
|
|
2025
Q1 | $298K | Hold |
1,885
| – | – | 0.14% | 130 |
|
|
2024
Q4 | $349K | Buy |
1,885
+125
| +7% | +$23.1K | 0.16% | 115 |
|
|
2024
Q3 | $273K | Hold |
1,760
| – | – | 0.12% | 155 |
|
|
2024
Q2 | $248K | Hold |
1,760
| – | – | 0.11% | 158 |
|
|
2024
Q1 | $279K | Buy |
+1,760
| New | +$279K | 0.12% | 147 |
|