A detailed history of Northern Oak Wealth Management Inc transactions in Williams Sonoma Inc stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 13,192 shares of WSM stock, worth $2.04 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
13,192
Previous 25,361 47.98%
Holding current value
$2.04 Million
Previous $8.05 Million 53.74%
% of portfolio
0.45%
Previous 0.96%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
$279.2 - $321.33 $3.4 Million - $3.91 Million
-12,169 Reduced 47.98%
13,192 $3.73 Million
Q1 2024

May 01, 2024

SELL
$193.39 - $317.53 $1.83 Million - $3.01 Million
-9,480 Reduced 27.21%
25,361 $8.05 Million
Q4 2023

Jan 11, 2024

SELL
$144.23 - $206.46 $147,258 - $210,795
-1,021 Reduced 2.85%
34,841 $7.03 Million
Q3 2023

Oct 24, 2023

BUY
$120.93 - $157.18 $3.37 Million - $4.38 Million
27,865 Added 348.44%
35,862 $5.57 Million
Q2 2023

Jul 31, 2023

BUY
$111.16 - $129.59 $340,705 - $397,193
3,065 Added 62.15%
7,997 $1 Million
Q1 2023

May 09, 2023

BUY
$114.11 - $143.56 $562,790 - $708,037
4,932 New
4,932 $600,000

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 $10.3B
  • 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 Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc 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 Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.