A detailed history of Congress Wealth Management LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 24,060 shares of WSM stock, worth $4.14 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,060
Previous 11,660 106.35%
Holding current value
$4.14 Million
Previous $3.29 Million 13.21%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$128.47 - $280.94 $1.59 Million - $3.48 Million
12,400 Added 106.35%
24,060 $3.73 Million
Q2 2024

Aug 13, 2024

SELL
$279.2 - $321.33 $936,436 - $1.08 Million
-3,354 Reduced 22.34%
11,660 $3.29 Million
Q1 2024

Apr 18, 2024

BUY
$193.39 - $317.53 $116,033 - $190,517
600 Added 4.16%
15,014 $4.77 Million
Q4 2023

Feb 09, 2024

BUY
$144.23 - $206.46 $35,913 - $51,408
249 Added 1.76%
14,414 $2.91 Million
Q3 2023

Oct 30, 2023

SELL
$120.93 - $157.18 $566,677 - $736,545
-4,686 Reduced 24.86%
14,165 $2.2 Million
Q2 2023

Jul 13, 2023

SELL
$111.16 - $129.59 $10.3 Million - $12 Million
-92,667 Reduced 83.1%
18,851 $2.36 Million
Q1 2023

Apr 14, 2023

BUY
$114.11 - $143.56 $468,649 - $589,600
4,107 Added 3.82%
111,518 $13.6 Million
Q4 2022

Feb 02, 2023

SELL
$111.7 - $135.36 $186,315 - $225,780
-1,668 Reduced 1.53%
107,411 $12.3 Million
Q3 2022

Nov 08, 2022

SELL
$112.81 - $168.87 $74,454 - $111,454
-660 Reduced 0.6%
109,079 $12.9 Million
Q2 2022

Aug 11, 2022

SELL
$105.47 - $153.14 $74,567 - $108,269
-707 Reduced 0.64%
109,739 $12.2 Million
Q1 2022

May 16, 2022

BUY
$132.87 - $168.87 $374,959 - $476,551
2,822 Added 2.62%
110,446 $16 Million
Q4 2021

Feb 04, 2022

BUY
$162.55 - $221.63 $17.5 Million - $23.9 Million
107,624 New
107,624 $18.2 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 $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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