Sheridan Capital 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 | $230K | Hold |
1,411
| – | – | 0.16% | 27 |
|
|
2025
Q1 | $223K | Hold |
1,411
| – | – | 0.16% | 24 |
|
|
2024
Q4 | $261K | Hold |
1,411
| – | – | 0.18% | 23 |
|
|
2024
Q3 | $219K | Buy |
+1,411
| New | +$219K | 0.15% | 25 |
|
|
2024
Q2 | – | Sell |
-1,412
| Closed | -$224K | – | 27 |
|
|
2024
Q1 | $224K | Buy |
+1,412
| New | +$224K | 0.17% | 23 |
|