WhitTier Trust Company’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 | $255K | Buy |
1,558
+264
| +20% | +$43.1K | 0.01% | 492 |
|
|
2025
Q1 | $205K | Buy |
1,294
+733
| +131% | +$116K | 0.01% | 513 |
|
|
2024
Q4 | $104K | Buy |
561
+329
| +142% | +$60.9K | ﹤0.01% | 604 |
|
|
2024
Q3 | $35.9K | Sell |
232
-22
| -9% | -$3.41K | ﹤0.01% | 815 |
|
|
2024
Q2 | $35.9K | Sell |
254
-2
| -0.8% | -$282 | ﹤0.01% | 776 |
|
|
2024
Q1 | $40.6K | Sell |
256
-16
| -6% | -$2.54K | ﹤0.01% | 722 |
|
|
2023
Q4 | $27.4K | Sell |
272
-6
| -2% | -$605 | ﹤0.01% | 775 |
|
|
2023
Q3 | $21.6K | Hold |
278
| – | – | ﹤0.01% | 801 |
|
|
2023
Q2 | $17.4K | Hold |
278
| – | – | ﹤0.01% | 879 |
|
|
2023
Q1 | $16.9K | Buy |
278
+68
| +32% | +$4.14K | ﹤0.01% | 872 |
|
|
2022
Q4 | $12.1K | Hold |
210
| – | – | ﹤0.01% | 919 |
|
|
2022
Q3 | $12K | Hold |
210
| – | – | ﹤0.01% | 896 |
|
|
2022
Q2 | $12K | Hold |
210
| – | – | ﹤0.01% | 905 |
|
|
2022
Q1 | $15K | Hold |
210
| – | – | ﹤0.01% | 859 |
|
|
2021
Q4 | $18K | Hold |
210
| – | – | ﹤0.01% | 831 |
|
|
2021
Q3 | $19K | Hold |
210
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $17K | Sell |
210
-4
| -2% | -$324 | ﹤0.01% | 815 |
|
|
2021
Q1 | $19K | Buy |
214
+4
| +2% | +$355 | ﹤0.01% | 785 |
|
|
2020
Q4 | $11K | Hold |
210
| – | – | ﹤0.01% | 828 |
|
|
2020
Q3 | $9K | Hold |
210
| – | – | ﹤0.01% | 828 |
|
|
2020
Q2 | $9K | Hold |
210
| – | – | ﹤0.01% | 809 |
|
|
2020
Q1 | $4K | Hold |
210
| – | – | ﹤0.01% | 901 |
|
|
2019
Q4 | $8K | Hold |
210
| – | – | ﹤0.01% | 880 |
|
|
2019
Q3 | $7K | Buy |
+210
| New | +$7K | ﹤0.01% | 882 |
|