WhitTier 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
Q2 | $255K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $104K | Buy |
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|
2024
Q3 | $35.9K | Sell |
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|
2024
Q2 | $35.9K | Sell |
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|
2024
Q1 | $40.6K | Sell |
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|
2023
Q4 | $27.4K | Sell |
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|
2023
Q3 | $21.6K | Hold |
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|
2023
Q2 | $17.4K | Hold |
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|
2023
Q1 | $16.9K | Buy |
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|
2022
Q4 | $12.1K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $17K | Sell |
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|
2021
Q1 | $19K | Buy |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $7K | Buy |
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