First Bank & Trust’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
1,483
+20
| +1% | +$3.27K | 0.04% | 210 |
|
|
2025
Q1 | $231K | Buy |
1,463
+71
| +5% | +$11.2K | 0.04% | 204 |
|
|
2024
Q4 | $258K | Buy |
+1,392
| New | +$258K | 0.05% | 199 |
|
|
2017
Q2 | – | Sell |
-1,050
| Closed | -$28K | – | 263 |
|
|
2017
Q1 | $28K | Sell |
1,050
-2,532
| -71% | -$67.5K | 0.02% | 209 |
|
|
2016
Q4 | $87K | Buy |
+3,582
| New | +$87K | 0.08% | 178 |
|