First United 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
Q1 | – | Sell |
-56
| Closed | -$10.4K | – | 421 |
|
2024
Q4 | $10.4K | Hold |
56
| – | – | ﹤0.01% | 309 |
|
2024
Q3 | $8.68K | Hold |
56
| – | – | ﹤0.01% | 318 |
|
2024
Q2 | $7.91K | Hold |
56
| – | – | ﹤0.01% | 339 |
|
2024
Q1 | $8.89K | Hold |
56
| – | – | ﹤0.01% | 349 |
|
2023
Q4 | $5.65K | Buy |
+56
| New | +$5.65K | ﹤0.01% | 383 |
|