Blue Trust Inc’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 | $245K | Sell |
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|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | $178K | Sell |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $177K | Buy |
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|
2024
Q1 | $67K | Sell |
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|
2023
Q4 | $64K | Buy |
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|
2023
Q3 | $40K | Buy |
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|
2023
Q2 | $28K | Sell |
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|
2023
Q1 | $99K | Buy |
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|
2022
Q4 | $63K | Buy |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $5K | Buy |
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