Matthew Hamilton Rosenberg’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 | $64.5K | Hold |
395
| – | – | 0.02% | 399 |
|
|
2025
Q1 | $62.5K | Buy |
395
+25
| +7% | +$3.95K | 0.02% | 389 |
|
|
2024
Q4 | $68.5K | Buy |
370
+152
| +70% | +$28.1K | 0.02% | 369 |
|
|
2024
Q3 | $33.8K | Hold |
218
| – | – | 0.01% | 492 |
|
|
2024
Q2 | $30.2K | Hold |
218
| – | – | 0.01% | 485 |
|
|
2024
Q1 | $34.3K | Hold |
218
| – | – | 0.01% | 475 |
|
|
2023
Q4 | $22K | Hold |
218
| – | – | 0.01% | 533 |
|
|
2023
Q3 | $16.9K | Hold |
218
| – | – | 0.01% | 560 |
|
|
2023
Q2 | $13.6K | Hold |
218
| – | – | ﹤0.01% | 586 |
|
|
2023
Q1 | $13.3K | Hold |
218
| – | – | ﹤0.01% | 631 |
|
|
2022
Q4 | $12.5K | Hold |
218
| – | – | ﹤0.01% | 628 |
|
|
2022
Q3 | $13K | Hold |
218
| – | – | 0.01% | 615 |
|
|
2022
Q2 | $12K | Buy |
+218
| New | +$12K | ﹤0.01% | 630 |
|