Ritholtz Wealth 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 | $1.41M | Sell |
8,638
-5,493
| -39% | -$897K | 0.03% | 382 |
|
|
2025
Q1 | $2.23M | Sell |
14,131
-616
| -4% | -$97.4K | 0.07% | 229 |
|
|
2024
Q4 | $2.73M | Sell |
14,747
-948
| -6% | -$176K | 0.08% | 168 |
|
|
2024
Q3 | $2.43M | Sell |
15,695
-703
| -4% | -$109K | 0.07% | 188 |
|
|
2024
Q2 | $2.32M | Buy |
16,398
+5,412
| +49% | +$764K | 0.08% | 174 |
|
|
2024
Q1 | $1.74M | Buy |
10,986
+4,620
| +73% | +$733K | 0.06% | 223 |
|
|
2023
Q4 | $642K | Buy |
+6,366
| New | +$642K | 0.02% | 435 |
|
|
2022
Q4 | – | Sell |
-8,950
| Closed | -$527K | – | 748 |
|
|
2022
Q3 | $527K | Buy |
8,950
+1,490
| +20% | +$87.7K | 0.03% | 387 |
|
|
2022
Q2 | $414K | Sell |
7,460
-516
| -6% | -$28.6K | 0.03% | 358 |
|
|
2022
Q1 | $578K | Buy |
7,976
+1,772
| +29% | +$128K | 0.04% | 276 |
|
|
2021
Q4 | $525K | Buy |
6,204
+554
| +10% | +$46.9K | 0.03% | 291 |
|
|
2021
Q3 | $501K | Buy |
5,650
+2,218
| +65% | +$197K | 0.03% | 267 |
|
|
2021
Q2 | $274K | Buy |
+3,432
| New | +$274K | 0.02% | 385 |
|