Ironwood Investment Management’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 | $1.8M | Sell |
10,991
-426
| -4% | -$69.6K | 0.87% | 35 |
|
|
2025
Q1 | $1.81M | Buy |
11,417
+513
| +5% | +$81.1K | 0.98% | 27 |
|
|
2024
Q4 | $2.02M | Sell |
10,904
-53
| -0.5% | -$9.82K | 1.01% | 25 |
|
|
2024
Q3 | $1.7M | Sell |
10,957
-347
| -3% | -$53.8K | 0.83% | 34 |
|
|
2024
Q2 | $1.6M | Buy |
11,304
+50
| +0.4% | +$7.06K | 0.85% | 33 |
|
|
2024
Q1 | $1.79M | Sell |
11,254
-210
| -2% | -$33.3K | 0.87% | 36 |
|
|
2023
Q4 | $1.16M | Sell |
11,464
-92
| -0.8% | -$9.28K | 0.61% | 50 |
|
|
2023
Q3 | $898K | Sell |
11,556
-406
| -3% | -$31.5K | 0.55% | 56 |
|
|
2023
Q2 | $748K | Sell |
11,962
-246
| -2% | -$15.4K | 0.43% | 70 |
|
|
2023
Q1 | $743K | Buy |
12,208
+410
| +3% | +$24.9K | 0.46% | 70 |
|
|
2022
Q4 | $678K | Sell |
11,798
-924
| -7% | -$53.1K | 0.45% | 73 |
|
|
2022
Q3 | $750K | Buy |
12,722
+38
| +0.3% | +$2.24K | 0.52% | 67 |
|
|
2022
Q2 | $704K | Buy |
12,684
+4
| +0% | +$222 | 0.47% | 77 |
|
|
2022
Q1 | $919K | Buy |
12,680
+134
| +1% | +$9.71K | 0.5% | 72 |
|
|
2021
Q4 | $1.06M | Buy |
12,546
+332
| +3% | +$28.1K | 0.52% | 62 |
|
|
2021
Q3 | $1.08M | Buy |
12,214
+16
| +0.1% | +$1.42K | 0.56% | 58 |
|
|
2021
Q2 | $974K | Sell |
12,198
-286
| -2% | -$22.8K | 0.49% | 71 |
|
|
2021
Q1 | $1.12M | Buy |
12,484
+108
| +0.9% | +$9.68K | 0.59% | 61 |
|
|
2020
Q4 | $630K | Sell |
12,376
-354
| -3% | -$18K | 0.37% | 92 |
|
|
2020
Q3 | $576K | Sell |
12,730
-26
| -0.2% | -$1.18K | 0.41% | 88 |
|
|
2020
Q2 | $523K | Sell |
12,756
-80
| -0.6% | -$3.28K | 0.41% | 94 |
|
|
2020
Q1 | $273K | Sell |
12,836
-3,338
| -21% | -$71K | 0.27% | 122 |
|
|
2019
Q4 | $594K | Sell |
16,174
-994
| -6% | -$36.5K | 0.41% | 90 |
|
|
2019
Q3 | $584K | Sell |
17,168
-58
| -0.3% | -$1.97K | 0.44% | 84 |
|
|
2019
Q2 | $560K | Sell |
17,226
-6
| -0% | -$195 | 0.44% | 88 |
|
|
2019
Q1 | $485K | Sell |
17,232
-348
| -2% | -$9.8K | 0.39% | 99 |
|
|
2018
Q4 | $443K | Sell |
17,580
-244
| -1% | -$6.15K | 0.41% | 92 |
|
|
2018
Q3 | $586K | Sell |
17,824
-2,556
| -13% | -$84K | 0.41% | 94 |
|
|
2018
Q2 | $625K | Sell |
20,380
-482
| -2% | -$14.8K | 0.44% | 89 |
|
|
2018
Q1 | $550K | Sell |
20,862
-616
| -3% | -$16.2K | 0.4% | 99 |
|
|
2017
Q4 | $555K | Buy |
21,478
+2,150
| +11% | +$55.6K | 0.4% | 95 |
|
|
2017
Q3 | $482K | Sell |
19,328
-194
| -1% | -$4.84K | 0.34% | 107 |
|
|
2017
Q2 | $473K | Buy |
19,522
+7,576
| +63% | +$184K | 0.34% | 103 |
|
|
2017
Q1 | $320K | Buy |
+11,946
| New | +$320K | 0.24% | 136 |
|