Chevy Chase Trust’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 | $12.3M | Sell |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.29M | Sell |
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|
2023
Q3 | $2.88M | Sell |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.24M | Sell |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $2.9M | Sell |
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|
2022
Q1 | $3.82M | Buy |
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|
2021
Q4 | $4.34M | Buy |
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|
2021
Q3 | $3.59M | Buy |
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|
2021
Q2 | $3.23M | Sell |
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|
2021
Q1 | $4.15M | Buy |
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