A detailed history of Precedent Wealth Partners, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 13,668 shares of WSM stock, worth $2.71 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
13,668
Previous 6,400 113.56%
Holding current value
$2.71 Million
Previous $1.81 Billion 17.18%
% of portfolio
0.7%
Previous 0.73%

Shares

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

Oct 17, 2024

BUY
$128.47 - $280.94 $933,719 - $2.04 Million
7,268 Added 113.56%
13,668 $2.12 Billion
Q2 2024

Jul 23, 2024

SELL
$279.2 - $321.33 $1,396 - $1,606
-5 Reduced 0.08%
6,400 $1.81 Billion
Q1 2024

Apr 23, 2024

BUY
$193.39 - $317.53 $72,521 - $119,073
375 Added 6.22%
6,405 $2.03 Billion
Q4 2023

Jan 18, 2024

BUY
$144.23 - $206.46 $869,706 - $1.24 Million
6,030 New
6,030 $1.22 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 $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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