Rockefeller Capital Management’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 | $1.1M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $98K | Buy |
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|
2022
Q3 | $64K | Buy |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $151K | Sell |
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|
2021
Q4 | $385K | Sell |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $961K | Buy |
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|
2021
Q1 | $643K | Buy |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q3 | $178K | Buy |
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|
2020
Q2 | $150K | Buy |
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|
2020
Q1 | $75K | Buy |
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|
2019
Q4 | $128K | Sell |
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|
2019
Q3 | $131K | Buy |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $19K | Buy |
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