First Interstate Bank’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 | $293K | Hold |
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|
2025
Q2 | $245K | Hold |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $110K | Hold |
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|
2019
Q3 | $102K | Hold |
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|
2019
Q2 | $98K | Sell |
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|
2019
Q1 | $103K | Sell |
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|
2018
Q4 | $143K | Buy |
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|
2018
Q3 | $99K | Hold |
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|
2018
Q2 | $92K | Sell |
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|
2018
Q1 | $132K | Hold |
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|
2017
Q4 | $129K | Hold |
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|
2017
Q3 | $125K | Sell |
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|
2017
Q2 | $243K | Buy |
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|
2017
Q1 | $121K | Buy |
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|
2016
Q4 | $97K | Sell |
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|
2016
Q3 | $202K | Buy |
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|
2016
Q2 | $167K | Hold |
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|
2016
Q1 | $175K | Buy |
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|
2015
Q4 | $149K | Buy |
|