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 21,290 shares of WSM stock, worth $3.29 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
21,290
Previous 10,515 102.47%
Holding current value
$3.29 Million
Previous $3.34 Million 80.08%
% of portfolio
2.2%
Previous 1.28%

Shares

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

Aug 13, 2024

BUY
$279.2 - $321.33 $3.01 Million - $3.46 Million
10,775 Added 102.47%
21,290 $6.01 Million
Q1 2024

Apr 17, 2024

SELL
$193.39 - $317.53 $13,730 - $22,544
-71 Reduced 0.67%
10,515 $3.34 Million
Q4 2023

Jan 17, 2024

SELL
$144.23 - $206.46 $144 - $206
-1 Reduced 0.01%
10,586 $6.43 Million
Q3 2023

Oct 17, 2023

BUY
$120.93 - $157.18 $22,492 - $29,235
186 Added 1.79%
10,587 $1.65 Million
Q2 2023

Jul 12, 2023

BUY
$111.16 - $129.59 $38,906 - $45,356
350 Added 3.48%
10,401 $1.3 Million
Q1 2023

Apr 11, 2023

BUY
$114.11 - $143.56 $50,094 - $63,022
439 Added 4.57%
10,051 $1.22 Million
Q4 2022

Jan 10, 2023

BUY
$111.7 - $135.36 $73,610 - $89,202
659 Added 7.36%
9,612 $0
Q3 2022

Oct 13, 2022

BUY
$112.81 - $168.87 $29,330 - $43,906
260 Added 2.99%
8,953 $1.13 Million
Q2 2022

Jul 11, 2022

BUY
$105.47 - $153.14 $50,309 - $73,047
477 Added 5.81%
8,693 $1.13 Million
Q1 2022

Apr 12, 2022

BUY
$132.87 - $168.87 $97,526 - $123,950
734 Added 9.81%
8,216 $1.17 Million
Q4 2021

Jan 12, 2022

BUY
$162.55 - $221.63 $1.22 Million - $1.66 Million
7,482 New
7,482 $1.26 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 $10.3B
  • 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
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