Roberts Wealth Advisors, LLC Williams Sonoma Inc Transaction History
Roberts Wealth Advisors, LLC
- $299 Million
- Q1 2025
A detailed history of Roberts Wealth Advisors, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 26,766 shares of WSM stock, worth $4.53 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
26,766
Previous 27,147
1.4%
Holding current value
$4.53 Million
Previous $5.03 Million
15.83%
% of portfolio
1.42%
Previous 1.66%
Shares
14 transactions
Others Institutions Holding WSM
# of Institutions
1,012Shares Held
105MCall Options Held
1.21MPut Options Held
1.54M-
Vanguard Group Inc Valley Forge, PA15.6MShares$2.64 Billion0.05% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA9.15MShares$1.55 Billion3.03% of portfolio
-
Blackhill Capital Inc Morristown, NJ7.79MShares$1.32 Billion71.61% of portfolio
-
Black Rock Inc. New York, NY7.66MShares$1.3 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.86MShares$992 Million0.04% of portfolio
About WILLIAMS SONOMA INC
- Ticker WSM
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Specialty Retail
- Shares Outstandng 66,711,400
- Market Cap $11.3B
- 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...