A detailed history of Moran Wealth Management, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Moran Wealth Management, LLC holds 308,330 shares of WSM stock, worth $61.1 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
308,330
Previous 160,761 91.79%
Holding current value
$61.1 Million
Previous $45.4 Million 5.23%
% of portfolio
1.5%
Previous 1.53%

Shares

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

Nov 08, 2024

BUY
$128.47 - $280.94 $19 Million - $41.5 Million
147,569 Added 91.79%
308,330 $47.8 Million
Q2 2024

Aug 13, 2024

SELL
$279.2 - $321.33 $2.28 Million - $2.62 Million
-8,166 Reduced 4.83%
160,761 $45.4 Million
Q1 2024

May 15, 2024

SELL
$193.39 - $317.53 $1.99 Million - $3.27 Million
-10,286 Reduced 5.74%
168,927 $53.6 Million
Q4 2023

Feb 07, 2024

SELL
$144.23 - $206.46 $1.83 Million - $2.62 Million
-12,675 Reduced 6.61%
179,213 $36.2 Million
Q3 2023

Nov 13, 2023

SELL
$120.93 - $157.18 $78,120 - $101,538
-646 Reduced 0.34%
191,888 $29.8 Million
Q2 2023

Aug 10, 2023

SELL
$111.16 - $129.59 $65,806 - $76,717
-592 Reduced 0.31%
192,534 $24.1 Million
Q1 2023

May 10, 2023

BUY
$114.11 - $143.56 $1.87 Million - $2.35 Million
16,366 Added 9.26%
193,126 $23.5 Million
Q4 2022

Feb 13, 2023

BUY
$111.7 - $135.36 $19.7 Million - $23.9 Million
176,760 New
176,760 $0

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 $13.2B
  • 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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