Ritholtz Wealth 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
Q2 | $1.41M | Sell |
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|
2025
Q1 | $2.23M | Sell |
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|
2024
Q4 | $2.73M | Sell |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $642K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $578K | Buy |
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|
2021
Q4 | $525K | Buy |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $274K | Buy |
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