A detailed history of Modern Wealth Management, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,136 shares of WSM stock, worth $880,259. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,136
Previous 2,501 105.36%
Holding current value
$880,259
Previous $706 Million 12.7%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$128.47 - $280.94 $338,518 - $740,276
2,635 Added 105.36%
5,136 $796 Million
Q2 2024

Aug 07, 2024

BUY
$279.2 - $321.33 $106,096 - $122,105
380 Added 17.92%
2,501 $706 Million
Q1 2024

May 13, 2024

BUY
$193.39 - $317.53 $410,180 - $673,481
2,121 New
2,121 $670 Million

Others Institutions Holding WSM

About WILLIAMS SONOMA INC


  • Ticker WSM
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Specialty Retail
  • Shares Outstandng 66,711,400
  • Market Cap $11.4B
  • Description
  • Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home. It offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks under the Williams Sonoma Home brand, as well as home furnishings and decorative acc...
More about WSM
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.