Roberts Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Roberts Capital Advisors’s Portfolio WSM Stock Details WSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$1.04M	Hold
2024 Q3	$867K	Hold
2024 Q2	$888K	Hold
2024 Q1	$888K	Buy
2022 Q3	$354K	Hold
2022 Q2	$333K	Hold
2022 Q1	$435K	Hold
2021 Q4	$507K	Buy