Private Trust Company’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 | $456K | Sell |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $94.2K | Hold |
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|
2023
Q1 | $91.6K | Hold |
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|
2022
Q4 | $87K | Sell |
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|
2022
Q3 | $101K | Buy |
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|
2022
Q2 | $41K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $211K | Buy |
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|
2017
Q4 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $210K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1K | Sell |
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|
2014
Q2 | $4K | Sell |
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|
2014
Q1 | $6K | Hold |
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|
2013
Q4 | $5K | Sell |
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|
2013
Q3 | $17K | Hold |
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|
2013
Q2 | $17K | Buy |
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