Berkshire Bank’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,288
Closed -$239K 164
2024
Q4
$239K Buy
+1,288
New +$239K 0.06% 145
2024
Q2
Sell
-1,288
Closed -$204K 145
2024
Q1
$204K Buy
+1,288
New +$204K 0.05% 140