WhitTier Trust Company’s Western Asset Intermediate Muni Fund SBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $767K | Hold |
|
|||||
|
2025
Q2 | $729K | Sell |
|
|||||
|
2025
Q1 | $862K | Sell |
|
|||||
|
2024
Q4 | $901K | Sell |
|
|||||
|
2024
Q3 | $1.02M | Sell |
|
|||||
|
2024
Q2 | $1.05M | Sell |
|
|||||
|
2024
Q1 | $1.2M | Sell |
|
|||||
|
2023
Q4 | $1.23M | Sell |
|
|||||
|
2023
Q3 | $1.44M | Sell |
|
|||||
|
2023
Q2 | $1.73M | Sell |
|
|||||
|
2023
Q1 | $1.97M | Sell |
|
|||||
|
2022
Q4 | $2.82M | Sell |
|
|||||
|
2022
Q3 | $3.19M | Buy |
|
|||||
|
2022
Q2 | $3.29M | Sell |
|
|||||
|
2022
Q1 | $3.56M | Buy |
|
|||||
|
2021
Q4 | $3.33M | Buy |
|
|||||
|
2021
Q3 | $3.26M | Buy |
|
|||||
|
2021
Q2 | $3.21M | Buy |
|
|||||
|
2021
Q1 | $3.02M | Buy |
|
|||||
|
2020
Q4 | $2.7M | Sell |
|
|||||
|
2020
Q3 | $2.81M | Sell |
|
|||||
|
2020
Q2 | $2.69M | Buy |
|
|||||
|
2020
Q1 | $2.57M | Buy |
|
|||||
|
2019
Q4 | $2.47M | Buy |
|
|||||
|
2019
Q3 | $2.25M | Buy |
|
|||||
|
2019
Q2 | $2.05M | Buy |
|
|||||
|
2019
Q1 | $2M | Buy |
|
|||||
|
2018
Q4 | $1.77M | Sell |
|
|||||
|
2018
Q3 | $2M | Buy |
|
|||||
|
2018
Q2 | $1.6M | Buy |
|
|||||
|
2018
Q1 | $1.01M | Buy |
|
|||||
|
2017
Q4 | $733K | Buy |
|
|||||
|
2017
Q3 | $760K | Sell |
|
|||||
|
2017
Q2 | $784K | Hold |
|
|||||
|
2017
Q1 | $760K | Sell |
|
|||||
|
2016
Q4 | $808K | Sell |
|
|||||
|
2016
Q3 | $918K | Sell |
|
|||||
|
2016
Q2 | $973K | Sell |
|
|||||
|
2016
Q1 | $1.14M | Sell |
|
|||||
|
2015
Q4 | $1.39M | Sell |
|
|||||
|
2015
Q3 | $1.44M | Sell |
|
|||||
|
2015
Q2 | $1.42M | Hold |
|
|||||
|
2015
Q1 | $1.47M | Buy |
|
|||||
|
2014
Q4 | $1.32M | Buy |
|
|||||
|
2014
Q3 | $1.06M | Buy |
|
|||||
|
2014
Q2 | $1M | Buy |
|
|||||
|
2014
Q1 | $926K | Buy |
|
|||||
|
2013
Q4 | $866K | Buy |
|
|||||
|
2013
Q3 | $35K | Sell |
|
|||||
|
2013
Q2 | $83K | Buy |
|