TFP
Tilia Fiduciary Partners’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
9,853
-199
| -2% | -$32.5K | 0.98% | 40 |
|
|
2025
Q1 | $1.59M | Sell |
10,052
-1,226
| -11% | -$194K | 1.06% | 39 |
|
|
2024
Q4 | $2.09M | Sell |
11,278
-297
| -3% | -$55K | 1.42% | 28 |
|
|
2024
Q3 | $1.79M | Buy |
11,575
+5,369
| +87% | +$832K | 1.24% | 36 |
|
|
2024
Q2 | $1.75M | Sell |
6,206
-106
| -2% | -$29.9K | 1.37% | 32 |
|
|
2024
Q1 | $2M | Sell |
6,312
-668
| -10% | -$212K | 1.63% | 28 |
|
|
2023
Q4 | $1.41M | Sell |
6,980
-182
| -3% | -$36.7K | 1.31% | 30 |
|
|
2023
Q3 | $1.11M | Buy |
7,162
+868
| +14% | +$135K | 1.16% | 38 |
|
|
2023
Q2 | $788K | Buy |
+6,294
| New | +$788K | 0.7% | 47 |
|
|
2022
Q2 | – | Sell |
-203
| Closed | -$29K | – | 560 |
|
|
2022
Q1 | $29K | Hold |
203
| – | – | 0.02% | 270 |
|
|
2021
Q4 | $34K | Buy |
+203
| New | +$34K | 0.03% | 264 |
|