A detailed history of Bergan Kdv Wealth Management, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 786 shares of WSM stock, worth $121,767. This represents 0.01% of its overall portfolio holdings.

Number of Shares
786
Previous 803 2.12%
Holding current value
$121,767
Previous $97,000 1.03%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$111.16 - $129.59 $1,889 - $2,203
-17 Reduced 2.12%
786 $98,000
Q4 2022

Jan 31, 2023

SELL
$111.7 - $135.36 $781 - $947
-7 Reduced 0.86%
803 $92,000
Q3 2022

Oct 24, 2022

BUY
$112.81 - $168.87 $112 - $168
1 Added 0.12%
810 $95,000
Q1 2022

May 09, 2022

SELL
$132.87 - $168.87 $7,972 - $10,132
-60 Reduced 6.9%
809 $117,000
Q1 2021

May 11, 2021

SELL
$102.95 - $184.0 $89,463 - $159,896
-869 Reduced 50.0%
869 $156,000
Q4 2020

Feb 04, 2021

SELL
$89.82 - $112.96 $1.9 Million - $2.39 Million
-21,173 Reduced 92.41%
1,738 $177,000
Q3 2020

Nov 05, 2020

SELL
$81.54 - $99.26 $137,721 - $167,650
-1,689 Reduced 6.87%
22,911 $2.07 Million
Q2 2020

Aug 13, 2020

SELL
$37.6 - $86.67 $87,833 - $202,461
-2,336 Reduced 8.67%
24,600 $2.02 Million
Q1 2020

Apr 24, 2020

BUY
$30.66 - $76.59 $158,021 - $394,744
5,154 Added 23.66%
26,936 $1.15 Million
Q4 2019

Feb 10, 2020

BUY
$63.97 - $74.01 $1.39 Million - $1.61 Million
21,782 New
21,782 $1.6 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 $10.3B
  • 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
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