Indiana Trust & Investment Management’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 | $327K | Hold |
2,000
| – | – | 0.11% | 137 |
|
|
2025
Q1 | $316K | Hold |
2,000
| – | – | 0.11% | 134 |
|
|
2024
Q4 | $370K | Hold |
2,000
| – | – | 0.13% | 121 |
|
|
2024
Q3 | $310K | Hold |
2,000
| – | – | 0.11% | 136 |
|
|
2024
Q2 | $282K | Hold |
2,000
| – | – | 0.1% | 131 |
|
|
2024
Q1 | $318K | Hold |
2,000
| – | – | 0.13% | 125 |
|
|
2023
Q4 | $202K | Hold |
2,000
| – | – | 0.09% | 151 |
|
|
2023
Q3 | $155K | Buy |
+2,000
| New | +$155K | 0.08% | 165 |
|
|
2014
Q1 | – | Sell |
-2,000
| Closed | -$58K | – | 228 |
|
|
2013
Q4 | $58K | Hold |
2,000
| – | – | 0.03% | 161 |
|
|
2013
Q3 | $56K | Buy |
+2,000
| New | +$56K | 0.03% | 165 |
|