Institute For Wealth Management, Llc. Williams Sonoma Inc Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Williams Sonoma Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,406 shares of WSM stock, worth $244,644. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,406
Previous 732 92.08%
Holding current value
$244,644
Previous $206,000 5.34%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$128.47 - $280.94 $86,588 - $189,353
674 Added 92.08%
1,406 $217,000
Q2 2024

Jul 25, 2024
SELL
$279.2 - $321.33 $15,914 - $18,315
-57 Reduced 7.22%
732 $206,000
Q1 2024

Apr 30, 2024
SELL
$193.39 - $317.53 $173,084 - $284,189
-895 Reduced 53.15%
789 $250,000
Q4 2023

Jan 31, 2024
SELL
$144.23 - $206.46 $3,028 - $4,335
-21 Reduced 1.23%
1,684 $339,000
Q3 2023

Oct 13, 2023
SELL
$120.93 - $157.18 $13,544 - $17,604
-112 Reduced 6.16%
1,705 $264,000
Q4 2022

Feb 02, 2023
SELL
$111.7 - $135.36 $3,351 - $4,060
-30 Reduced 1.62%
1,817 $208,000
Q3 2022

Oct 18, 2022
SELL
$112.81 - $168.87 $3,384 - $5,066
-30 Reduced 1.6%
1,847 $218,000
Q2 2022

Jul 25, 2022
BUY
$105.47 - $153.14 $26,367 - $38,285
250 Added 15.37%
1,877 $208,000
Q1 2022

Apr 29, 2022
SELL
$132.87 - $168.87 $9,699 - $12,327
-73 Reduced 4.29%
1,627 $236,000
Q4 2021

Jan 21, 2022
SELL
$162.55 - $221.63 $29,421 - $40,115
-181 Reduced 9.62%
1,700 $288,000
Q3 2021

Nov 15, 2021
SELL
$151.7 - $194.46 $7,281 - $9,334
-48 Reduced 2.49%
1,881 $334,000
Q2 2021

Jul 21, 2021
SELL
$150.93 - $187.04 $126,630 - $156,926
-839 Reduced 30.31%
1,929 $308,000
Q1 2021

May 04, 2021
SELL
$102.95 - $184.0 $112,524 - $201,112
-1,093 Reduced 28.31%
2,768 $496,000
Q4 2020

Feb 01, 2021
SELL
$89.82 - $112.96 $49,670 - $62,466
-553 Reduced 12.53%
3,861 $393,000
Q3 2020

Nov 03, 2020
SELL
$81.54 - $99.26 $78,115 - $95,091
-958 Reduced 17.83%
4,414 $399,000
Q2 2020

Jul 30, 2020
SELL
$37.6 - $86.67 $14,701 - $33,887
-391 Reduced 6.78%
5,372 $441,000
Q1 2020

Apr 29, 2020
SELL
$30.66 - $76.59 $40,072 - $100,103
-1,307 Reduced 18.49%
5,763 $245,000
Q4 2019

Feb 27, 2020
BUY
$63.97 - $74.01 $419,067 - $484,839
6,551 Added 1262.24%
7,070 $519,000
Q4 2019

Jan 27, 2020
SELL
$63.97 - $74.01 $450,412 - $521,104
-7,041 Reduced 93.13%
519 $519,000
Q3 2019

Oct 28, 2019
SELL
$61.97 - $70.26 $71,017 - $80,517
-1,146 Reduced 13.16%
7,560 $514,000
Q2 2019

Aug 02, 2019
BUY
$51.13 - $65.0 $445,137 - $565,890
8,706 New
8,706 $566,000

Others Institutions Holding WSM

# of Institutions
909
Shares Held
103M
Call Options Held
1.45M
Put Options Held
1.79M
View Full List

About WILLIAMS SONOMA INC

WSM Quotes by TradingView
  • Ticker WSM
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Specialty Retail
  • Shares Outstandng 66,711,400
  • Market Cap $11.6B
  • 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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