A detailed history of Cassady Schiller Wealth Management, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 166 shares of WSM stock, worth $31,163. This represents 0.01% of its overall portfolio holdings.

Number of Shares
166
Previous 83 100.0%
Holding current value
$31,163
Previous $23,000 8.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

BUY
$128.47 - $280.94 $10,663 - $23,318
83 Added 100.0%
166 $25,000
Q4 2022

Feb 13, 2023

BUY
$111.7 - $135.36 $9,271 - $11,234
83 New
83 $9,000
Q1 2022

May 12, 2022

SELL
$132.87 - $168.87 $11,028 - $14,016
-83 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$162.55 - $221.63 $13,491 - $18,395
83 New
83 $14,000

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 $12.5B
  • 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 Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.