Whittier Trust’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
Q3 | $226K | Buy |
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|
2025
Q2 | $170K | Sell |
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|
2025
Q1 | $177K | Buy |
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|
2024
Q4 | $111K | Sell |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $121K | Buy |
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|
2024
Q1 | $65.1K | Sell |
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|
2023
Q4 | $69K | Sell |
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|
2023
Q3 | $73.2K | Buy |
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|
2023
Q2 | $58.7K | Hold |
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|
2023
Q1 | $57.1K | Buy |
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|
2022
Q4 | $35.6K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $15K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $123K | Sell |
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|
2020
Q1 | $153K | Buy |
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|
2019
Q4 | $252K | Sell |
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|
2019
Q3 | $328K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $78K | Sell |
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|
2016
Q3 | $161K | Sell |
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|
2016
Q2 | $465K | Sell |
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|
2016
Q1 | $766K | Hold |
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|
2015
Q4 | $818K | Hold |
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|
2015
Q3 | $1.07M | Hold |
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|
2015
Q2 | $1.15M | Hold |
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|
2015
Q1 | $1.12M | Hold |
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|
2014
Q4 | $1.06M | Hold |
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|
2014
Q3 | $932K | Hold |
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|
2014
Q2 | $1M | Hold |
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|
2014
Q1 | $933K | Hold |
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|
2013
Q4 | $816K | Hold |
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|
2013
Q3 | $787K | Hold |
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|
2013
Q2 | $782K | Buy |
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