Parkside Financial 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
Q2
$23.7K Buy
145
+2
+1% +$327 ﹤0.01% 1169
2025
Q1
$22.6K Buy
143
+112
+361% +$17.7K ﹤0.01% 1108
2024
Q4
$5.74K Hold
31
﹤0.01% 1423
2024
Q3
$4.8K Buy
31
+1
+3% +$155 ﹤0.01% 1433
2024
Q2
$4.24K Hold
30
﹤0.01% 1405
2024
Q1
$4.76K Sell
30
-2
-6% -$318 ﹤0.01% 1343
2023
Q4
$3.23K Sell
32
-4
-11% -$404 ﹤0.01% 1404
2023
Q3
$2.8K Sell
36
-10
-22% -$777 ﹤0.01% 1557
2023
Q2
$2.88K Sell
46
-6
-12% -$376 ﹤0.01% 1580
2023
Q1
$3.16K Hold
52
﹤0.01% 1536
2022
Q4
$2.99K Sell
52
-4
-7% -$230 ﹤0.01% 1535
2022
Q3
$3K Buy
56
+20
+56% +$1.07K ﹤0.01% 1471
2022
Q2
$2K Sell
36
-22
-38% -$1.22K ﹤0.01% 1642
2022
Q1
$4K Buy
58
+26
+81% +$1.79K ﹤0.01% 1435
2021
Q4
$3K Buy
32
+4
+14% +$375 ﹤0.01% 1541
2021
Q3
$2K Buy
28
+2
+8% +$143 ﹤0.01% 1615
2021
Q2
$2K Buy
26
+2
+8% +$154 ﹤0.01% 1585
2021
Q1
$2K Buy
24
+18
+300% +$1.5K ﹤0.01% 1542
2020
Q4
$0 Hold
6
﹤0.01% 1685
2020
Q3
$0 Buy
+6
New ﹤0.01% 1669
2020
Q1
Sell
-14
Closed -$1K 1675
2019
Q4
$1K Hold
14
﹤0.01% 1500
2019
Q3
$0 Buy
+14
New ﹤0.01% 1664