First Western Trust Bank’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 | $236K | Hold |
1,444
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $228K | Sell |
1,444
-323
| -18% | -$51.1K | 0.01% | 171 |
|
|
2024
Q4 | $327K | Buy |
1,767
+27
| +2% | +$5K | 0.02% | 154 |
|
|
2024
Q3 | $270K | Buy |
1,740
+296
| +20% | +$45.9K | 0.01% | 169 |
|
|
2024
Q2 | $204K | Hold |
1,444
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $229K | Buy |
+1,444
| New | +$229K | 0.01% | 187 |
|