Tilia Fiduciary Partners’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
Q3 | $1.44M | Sell |
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|
2025
Q2 | $1.61M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $788K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $34K | Buy |
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