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Ridgewood Investments’s Williams-Sonoma WSM Stock Holding History

Ridgewood Investments’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-800
Closed -$131K – 705
2025
Q2 		$131K Buy
+800
New +$126K 0.06% 234
2024
Q3 		– Sell
-122
Closed -$17.3K – 811
2024
Q2 		$17.3K Buy
+122
New +$18.2K 0.01% 451
2023
Q3 		– Sell
-976
Closed -$61.1K – 786
2023
Q2 		$61.1K Buy
976
+108
+12% +$6.44K 0.03% 301
2023
Q1 		$52.8K Buy
+868
New +$54.2K 0.03% 327
2019
Q2 		– Sell
-9,888
Closed -$278K – 201
2019
Q1 		$278K Sell
9,888
-2,934
-23% -$80.9K 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% +$113K 0.35% 87
2018
Q1 		$227K Buy
+8,616
New +$228K 0.21% 132

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return