A detailed history of Peak Retirement Planning, Inc. transactions in Williams Sonoma Inc stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 11,619 shares of WSM stock, worth $2.12 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
11,619
Previous 9,304 24.88%
Holding current value
$2.12 Million
Previous $1.52 Billion 49.4%
% of portfolio
0.64%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$163.62 - $210.2 $378,780 - $486,613
2,315 Added 24.88%
11,619 $2.27 Billion
Q2 2025

Nov 04, 2025

BUY
$137.62 - $174.44 $427,998 - $542,508
3,110 Added 50.21%
9,304 $1.52 Billion
Q1 2025

Nov 04, 2025

BUY
$158.1 - $217.71 $116,994 - $161,105
740 Added 13.57%
6,194 $979 Million
Q4 2024

Feb 20, 2025

BUY
$129.13 - $198.21 $704,275 - $1.08 Million
5,454 New
5,454 $1.01 Billion

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 $12.2B
  • 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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