Ridgewood Investments’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 | $131K | Buy |
+800
| New | +$131K | 0.06% | 234 |
|
|
2024
Q3 | – | Sell |
-122
| Closed | -$17.3K | – | 786 |
|
|
2024
Q2 | $17.3K | Buy |
+122
| New | +$17.3K | 0.01% | 446 |
|
|
2023
Q3 | – | Sell |
-976
| Closed | -$61.1K | – | 784 |
|
|
2023
Q2 | $61.1K | Buy |
976
+108
| +12% | +$6.76K | 0.03% | 301 |
|
|
2023
Q1 | $52.8K | Buy |
+868
| New | +$52.8K | 0.03% | 327 |
|
|
2019
Q2 | – | Sell |
-9,888
| Closed | -$278K | – | 200 |
|
|
2019
Q1 | $278K | Sell |
9,888
-2,934
| -23% | -$82.5K | 0.23% | 132 |
|
|
2018
Q4 | $421K | Hold |
12,822
| – | – | 0.34% | 89 |
|
|
2018
Q3 | $421K | Hold |
12,822
| – | – | 0.33% | 90 |
|
|
2018
Q2 | $394K | Buy |
12,822
+4,206
| +49% | +$129K | 0.35% | 87 |
|
|
2018
Q1 | $227K | Buy |
+8,616
| New | +$227K | 0.21% | 132 |
|