Rothschild Investment LLC’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 | $5.06K | Buy |
31
+12
| +63% | +$1.96K | ﹤0.01% | 1504 |
|
|
2025
Q1 | $3K | Buy |
19
+18
| +1,800% | +$2.85K | ﹤0.01% | 1675 |
|
|
2024
Q4 | $185 | Hold |
1
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q3 | $155 | Buy |
+1
| New | +$155 | ﹤0.01% | 2754 |
|
|
2017
Q3 | – | Sell |
-20,960
| Closed | -$508K | – | 441 |
|
|
2017
Q2 | $508K | Buy |
20,960
+10,280
| +96% | +$249K | 0.06% | 280 |
|
|
2017
Q1 | $286K | Sell |
10,680
-12,420
| -54% | -$333K | 0.03% | 356 |
|
|
2016
Q4 | $559K | Buy |
23,100
+7,460
| +48% | +$181K | 0.07% | 250 |
|
|
2016
Q3 | $399K | Buy |
+15,640
| New | +$399K | 0.05% | 301 |
|