A detailed history of Pensionmark Financial Group, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 2,296 shares of WSM stock, worth $363,663. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,296
Previous 1,496 53.48%
Holding current value
$363,663
Previous $277,000 30.69%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

BUY
$158.1 - $217.71 $126,480 - $174,168
800 Added 53.48%
2,296 $362,000
Q4 2024

Feb 12, 2025

BUY
$129.13 - $198.21 $193,178 - $296,522
1,496 New
1,496 $277,000
Q3 2024

Nov 14, 2024

BUY
$128.47 - $280.94 $19.2 Million - $41.9 Million
149,260 New
149,260 $23.1 Million

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 $10.6B
  • 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 Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.