Concord Wealth Partners Williams Sonoma Inc Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Williams Sonoma Inc stock. As of the latest transaction made, Concord Wealth Partners holds 13,196 shares of WSM stock, worth $2.47 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
13,196
Previous 11,806
11.77%
Holding current value
$2.47 Million
Previous $1.87 Million
15.49%
% of portfolio
0.32%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding WSM
# of Institutions
1,022Shares Held
105MCall Options Held
1.2MPut Options Held
1.52M-
Vanguard Group Inc Valley Forge, PA15.6MShares$2.92 Billion0.05% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA9.15MShares$1.71 Billion3.03% of portfolio
-
Blackhill Capital Inc Morristown, NJ7.79MShares$1.46 Billion71.61% of portfolio
-
Black Rock Inc. New York, NY7.66MShares$1.43 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.86MShares$1.1 Billion0.04% of portfolio
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...