A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Williams Sonoma Inc stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 2,103 shares of WSM stock, worth $588,671. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,103
Previous 1,774 18.55%
Holding current value
$588,671
Previous $357,000 86.83%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$193.39 - $317.53 $63,625 - $104,467
329 Added 18.55%
2,103 $667,000
Q4 2023

Feb 06, 2024

SELL
$144.23 - $206.46 $22,932 - $32,827
-159 Reduced 8.23%
1,774 $357,000
Q3 2023

Nov 02, 2023

SELL
$120.93 - $157.18 $9,069 - $11,788
-75 Reduced 3.74%
1,933 $300,000
Q2 2023

Aug 11, 2023

SELL
$111.16 - $129.59 $2,779 - $3,239
-25 Reduced 1.23%
2,008 $251,000
Q1 2023

May 09, 2023

BUY
$114.11 - $143.56 $231,985 - $291,857
2,033 New
2,033 $247,000
Q2 2022

Aug 02, 2022

SELL
$105.47 - $153.14 $211,889 - $307,658
-2,009 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$132.87 - $168.87 $266,935 - $339,259
2,009 New
2,009 $292,000

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 $18.7B
  • 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.