Jeppson Wealth Management, LLC Williams Sonoma Inc Transaction History
Jeppson Wealth Management, LLC
- $258 Million
- Q1 2024
A detailed history of Jeppson Wealth Management, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 1,535 shares of WSM stock, worth $225,460. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,535
Previous 1,563
1.79%
Holding current value
$225,460
Previous $315,000
54.6%
% of portfolio
0.19%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding WSM
# of Institutions
869Shares Held
54.5MCall Options Held
1.84MPut Options Held
2.09M-
Black Rock Inc. New York, NY6.77MShares$995 Million0.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA6.62MShares$973 Million0.04% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA4.58MShares$673 Million2.86% of portfolio
-
Blackhill Capital Inc Morristown, NJ3.9MShares$573 Million71.6% of portfolio
-
Capital Research Global Investors Los Angeles, CA2.74MShares$402 Million0.2% of portfolio
About WILLIAMS SONOMA INC
- Ticker WSM
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Specialty Retail
- Shares Outstandng 66,711,400
- Market Cap $9.8B
- 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...