AMG National Trust Bank’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 | $743K | Hold |
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|
2025
Q2 | $621K | Hold |
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|
2025
Q1 | $601K | Hold |
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|
2024
Q4 | $704K | Hold |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $591K | Hold |
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|
2024
Q1 | $664K | Buy |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $218K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $394K | Hold |
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|
2020
Q4 | $224K | Buy |
|