Redwood 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 | – | Sell |
-8,287
| Closed | -$1.31M | – | 347 |
|
|
2025
Q1 | $1.31M | Buy |
8,287
+598
| +8% | +$94.5K | 0.14% | 191 |
|
|
2024
Q4 | $1.42M | Buy |
+7,689
| New | +$1.42M | 0.14% | 214 |
|
|
2022
Q4 | – | Sell |
-21,518
| Closed | -$1.27M | – | 300 |
|
|
2022
Q3 | $1.27M | Buy |
+21,518
| New | +$1.27M | 0.27% | 75 |
|
|
2022
Q2 | – | Sell |
-19,030
| Closed | -$1.38M | – | 299 |
|
|
2022
Q1 | $1.38M | Buy |
19,030
+3,116
| +20% | +$226K | 0.21% | 95 |
|
|
2021
Q4 | $1.35M | Sell |
15,914
-850
| -5% | -$71.9K | 0.18% | 175 |
|
|
2021
Q3 | $1.49M | Buy |
16,764
+3,366
| +25% | +$298K | 0.21% | 102 |
|
|
2021
Q2 | $1.07M | Buy |
13,398
+3,864
| +41% | +$308K | 0.17% | 197 |
|
|
2021
Q1 | $851K | Buy |
+9,534
| New | +$851K | 0.16% | 220 |
|