Plimoth Trust’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 | $371K | Sell |
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|
2025
Q2 | $354K | Hold |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $408K | Hold |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $251K | Sell |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $442K | Sell |
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|
2021
Q2 | $456K | Sell |
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|
2021
Q1 | $958K | Sell |
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|
2020
Q4 | $605K | Sell |
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|
2020
Q3 | $578K | Sell |
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|
2020
Q2 | $561K | Sell |
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|
2020
Q1 | $310K | Sell |
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|
2019
Q4 | $546K | Sell |
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|
2019
Q3 | $530K | Sell |
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|
2019
Q2 | $542K | Sell |
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|
2019
Q1 | $477K | Sell |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $569K | Sell |
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|
2018
Q2 | $551K | Sell |
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|
2018
Q1 | $528K | Sell |
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|
2017
Q4 | $601K | Buy |
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