Colonial 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 | $151K | Hold |
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|
2025
Q2 | $126K | Sell |
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|
2025
Q1 | $178K | Sell |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | $138K | Hold |
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|
2024
Q1 | $155K | Hold |
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|
2023
Q4 | $98.7K | Sell |
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|
2023
Q3 | $122K | Hold |
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|
2023
Q2 | $98.2K | Sell |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $38.3K | Buy |
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