Ironwood Investment 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 | $2.13M | Sell |
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|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $898K | Sell |
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|
2023
Q2 | $748K | Sell |
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|
2023
Q1 | $743K | Buy |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $750K | Buy |
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|
2022
Q2 | $704K | Buy |
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|
2022
Q1 | $919K | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $974K | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $630K | Sell |
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|
2020
Q3 | $576K | Sell |
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|
2020
Q2 | $523K | Sell |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $594K | Sell |
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|
2019
Q3 | $584K | Sell |
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|
2019
Q2 | $560K | Sell |
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|
2019
Q1 | $485K | Sell |
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|
2018
Q4 | $443K | Sell |
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|
2018
Q3 | $586K | Sell |
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|
2018
Q2 | $625K | Sell |
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|
2018
Q1 | $550K | Sell |
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|
2017
Q4 | $555K | Buy |
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|
2017
Q3 | $482K | Sell |
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|
2017
Q2 | $473K | Buy |
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|
2017
Q1 | $320K | Buy |
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