Chicago 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 | $989K | Buy |
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|
2025
Q2 | $823K | Buy |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $857K | Buy |
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|
2024
Q3 | $717K | Buy |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $331K | Hold |
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|
2021
Q2 | $298K | Buy |
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