A detailed history of Centric Wealth Management transactions in Williams Sonoma Inc stock. As of the latest transaction made, Centric Wealth Management holds 23,729 shares of WSM stock, worth $4.08 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
23,729
Previous 23,837 0.45%
Holding current value
$4.08 Million
Previous $6.73 Million 45.38%
% of portfolio
0.96%
Previous 2.05%

Shares

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

Nov 14, 2024

SELL
$128.47 - $280.94 $13,874 - $30,341
-108 Reduced 0.45%
23,729 $3.68 Million
Q2 2024

Aug 13, 2024

BUY
$279.2 - $321.33 $2.97 Million - $3.42 Million
10,648 Added 80.73%
23,837 $6.73 Million
Q1 2024

May 01, 2024

BUY
$193.39 - $317.53 $44,286 - $72,714
229 Added 1.77%
13,189 $4.19 Million
Q4 2023

Feb 06, 2024

BUY
$144.23 - $206.46 $90,143 - $129,037
625 Added 5.07%
12,960 $2.62 Million
Q3 2023

Nov 03, 2023

BUY
$120.93 - $157.18 $45,711 - $59,414
378 Added 3.16%
12,335 $1.92 Million
Q2 2023

Aug 14, 2023

BUY
$111.16 - $129.59 $77,812 - $90,713
700 Added 6.22%
11,957 $1.5 Million
Q1 2023

May 01, 2023

BUY
$114.11 - $143.56 $1.28 Million - $1.62 Million
11,257 New
11,257 $1.37 Million
Q1 2020

Apr 08, 2020

SELL
$30.66 - $76.59 $268,520 - $670,775
-8,758 Closed
0 $0
Q4 2019

Jan 06, 2020

BUY
$63.97 - $74.01 $560,249 - $648,179
8,758 New
8,758 $643,000

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 $11.5B
  • 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
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