Roberts Wealth Advisors, LLC Williams Sonoma Inc Transaction History
Roberts Wealth Advisors, LLC
- $354 Million
- Q3 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 27,109 shares of WSM stock, worth $5.18 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
27,109
Previous 27,115
0.02%
Holding current value
$5.18 Million
Previous $4.43 Million
19.62%
% of portfolio
1.5%
Previous 1.36%
Shares
16 transactions
Others Institutions Holding WSM
# of Institutions
1,038Shares Held
108MCall Options Held
769KPut Options Held
932K-
Vanguard Group Inc Valley Forge, PA15.6MShares$2.98 Billion0.04% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA9.15MShares$1.75 Billion3.06% of portfolio
-
Blackhill Capital Inc Morristown, NJ7.73MShares$1.47 Billion72.86% of portfolio
-
Black Rock Inc. New York, NY7.66MShares$1.46 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.99MShares$1.14 Billion0.04% of portfolio
About WILLIAMS SONOMA INC
- Ticker WSM
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Specialty Retail
- Shares Outstandng 66,711,400
- Market Cap $12.7B
- 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...