Romano Brothers & Co’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 | $3.92M | Sell |
23,990
-1,050
| -4% | -$172K | 0.48% | 60 |
|
|
2025
Q1 | $3.96M | Sell |
25,040
-7,120
| -22% | -$1.13M | 0.51% | 59 |
|
|
2024
Q4 | $5.96M | Sell |
32,160
-1,100
| -3% | -$204K | 0.75% | 33 |
|
|
2024
Q3 | $5.15M | Sell |
33,260
-100
| -0.3% | -$15.5K | 0.64% | 45 |
|
|
2024
Q2 | $4.71M | Sell |
33,360
-300
| -0.9% | -$42.4K | 0.65% | 44 |
|
|
2024
Q1 | $5.34M | Sell |
33,660
-3,550
| -10% | -$564K | 0.73% | 39 |
|
|
2023
Q4 | $3.75M | Sell |
37,210
-19,950
| -35% | -$2.01M | 0.56% | 52 |
|
|
2023
Q3 | $4.44M | Sell |
57,160
-600
| -1% | -$46.6K | 0.69% | 46 |
|
|
2023
Q2 | $3.61M | Sell |
57,760
-5,000
| -8% | -$313K | 0.54% | 60 |
|
|
2023
Q1 | $3.82M | Sell |
62,760
-3,000
| -5% | -$182K | 0.59% | 58 |
|
|
2022
Q4 | $3.78M | Sell |
65,760
-41,060
| -38% | -$2.36M | 0.57% | 54 |
|
|
2022
Q3 | $6.31M | Buy |
+106,820
| New | +$6.31M | 1.02% | 20 |
|