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 3,024 shares of WSM stock, worth $520,067. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,024
Previous 1,532 97.39%
Holding current value
$520,067
Previous $432,000 8.33%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 04, 2024

BUY
$128.47 - $280.94 $191,677 - $419,162
1,492 Added 97.39%
3,024 $468,000
Q2 2024

Aug 05, 2024

SELL
$279.2 - $321.33 $837 - $963
-3 Reduced 0.2%
1,532 $432,000
Q1 2024

Apr 17, 2024

SELL
$193.39 - $317.53 $5,414 - $8,890
-28 Reduced 1.79%
1,535 $487,000
Q4 2023

Jan 11, 2024

SELL
$144.23 - $206.46 $1,153 - $1,651
-8 Reduced 0.51%
1,563 $315,000
Q3 2023

Oct 25, 2023

BUY
$120.93 - $157.18 $189,981 - $246,929
1,571 New
1,571 $244,000
Q1 2023

Apr 27, 2023

BUY
$114.11 - $143.56 $3,080 - $3,876
27 Added 1.5%
1,826 $222,000
Q4 2022

Jan 27, 2023

SELL
$111.7 - $135.36 $96,508 - $116,951
-864 Reduced 32.44%
1,799 $0
Q3 2022

Oct 20, 2022

BUY
$112.81 - $168.87 $6,994 - $10,469
62 Added 2.38%
2,663 $314,000
Q2 2022

Aug 03, 2022

BUY
$105.47 - $153.14 $274,327 - $398,317
2,601 New
2,601 $289,000

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 $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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