A detailed history of Balanced Rock Investment Advisor transactions in Williams Sonoma Inc stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 1,390 shares of WSM stock, worth $204,677. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,390
Previous 1,399 0.64%
Holding current value
$204,677
Previous $444 Million 11.65%
% of portfolio
0.33%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$279.2 - $321.33 $2,512 - $2,891
-9 Reduced 0.64%
1,390 $392 Million
Q1 2024

May 13, 2024

SELL
$193.39 - $317.53 $94,954 - $155,907
-491 Reduced 25.98%
1,399 $444 Million
Q4 2023

Feb 13, 2024

BUY
$144.23 - $206.46 $272,594 - $390,209
1,890 New
1,890 $381 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 $9.82B
  • 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 Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor 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 Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.