UMB Bank’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
Q2 | $80.5K | Sell |
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|
2025
Q1 | $143K | Buy |
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|
2024
Q4 | $156K | Buy |
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|
2024
Q3 | $82.6K | Buy |
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|
2024
Q2 | $53.7K | Buy |
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|
2024
Q1 | $17.5K | Buy |
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|
2023
Q4 | $7.67K | Sell |
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|
2023
Q3 | $32.8K | Hold |
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|
2023
Q2 | $26.4K | Hold |
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|
2023
Q1 | $25.7K | Sell |
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|
2022
Q4 | $37K | Sell |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $41K | Sell |
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|
2022
Q1 | $76K | Buy |
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|
2021
Q4 | $41K | Buy |
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