Indiana Trust & Investment Management’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 | $391K | Hold |
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|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $202K | Hold |
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|
2023
Q3 | $155K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $58K | Hold |
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|
2013
Q3 | $56K | Buy |
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