UMB Bank’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 | $80.5K | Sell |
493
-412
| -46% | -$67.3K | ﹤0.01% | 920 |
|
|
2025
Q1 | $143K | Buy |
905
+64
| +8% | +$10.1K | ﹤0.01% | 652 |
|
|
2024
Q4 | $156K | Buy |
841
+308
| +58% | +$57K | ﹤0.01% | 607 |
|
|
2024
Q3 | $82.6K | Buy |
533
+153
| +40% | +$23.7K | ﹤0.01% | 739 |
|
|
2024
Q2 | $53.7K | Buy |
380
+270
| +245% | +$38.1K | ﹤0.01% | 810 |
|
|
2024
Q1 | $17.5K | Buy |
110
+34
| +45% | +$5.4K | ﹤0.01% | 1126 |
|
|
2023
Q4 | $7.67K | Sell |
76
-346
| -82% | -$34.9K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $32.8K | Hold |
422
| – | – | ﹤0.01% | 943 |
|
|
2023
Q2 | $26.4K | Hold |
422
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q1 | $25.7K | Sell |
422
-234
| -36% | -$14.2K | ﹤0.01% | 1016 |
|
|
2022
Q4 | $37K | Sell |
656
-104
| -14% | -$5.87K | ﹤0.01% | 934 |
|
|
2022
Q3 | $44K | Buy |
760
+30
| +4% | +$1.74K | ﹤0.01% | 903 |
|
|
2022
Q2 | $41K | Sell |
730
-324
| -31% | -$18.2K | ﹤0.01% | 970 |
|
|
2022
Q1 | $76K | Buy |
1,054
+570
| +118% | +$41.1K | ﹤0.01% | 841 |
|
|
2021
Q4 | $41K | Buy |
+484
| New | +$41K | ﹤0.01% | 1046 |
|