TPI
Trust Point Inc’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,698
| Closed | -$268K | – | 469 |
|
|
2025
Q1 | $268K | Sell |
1,698
-2,271
| -57% | -$359K | 0.02% | 369 |
|
|
2024
Q4 | $735K | Buy |
3,969
+1,262
| +47% | +$234K | 0.05% | 212 |
|
|
2024
Q3 | $419K | Buy |
2,707
+1,455
| +116% | +$225K | 0.03% | 315 |
|
|
2024
Q2 | $354K | Sell |
1,252
-115
| -8% | -$32.5K | 0.03% | 338 |
|
|
2024
Q1 | $434K | Buy |
1,367
+8
| +0.6% | +$2.54K | 0.03% | 317 |
|
|
2023
Q4 | $274K | Buy |
+1,359
| New | +$274K | 0.02% | 411 |
|