A detailed history of Sky Oak Wealth, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,894 shares of WSM stock, worth $529,429. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,894
Previous 2,061 8.1%
Holding current value
$529,429
Previous $415,000 44.82%
% of portfolio
0.14%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$193.39 - $317.53 $32,296 - $53,027
-167 Reduced 8.1%
1,894 $601,000
Q4 2023

Jan 12, 2024

SELL
$144.23 - $206.46 $12,115 - $17,342
-84 Reduced 3.92%
2,061 $415,000
Q3 2023

Oct 24, 2023

SELL
$120.93 - $157.18 $3,990 - $5,186
-33 Reduced 1.52%
2,145 $333,000
Q2 2023

Jul 20, 2023

BUY
$111.16 - $129.59 $32,125 - $37,451
289 Added 15.3%
2,178 $272,000
Q1 2023

May 02, 2023

BUY
$114.11 - $143.56 $215,553 - $271,184
1,889 New
1,889 $229,000
Q4 2021

Jan 24, 2022

SELL
$162.55 - $221.63 $233,096 - $317,817
-1,434 Closed
0 $0
Q3 2021

Oct 21, 2021

SELL
$151.7 - $194.46 $1,668 - $2,139
-11 Reduced 0.76%
1,434 $254,000
Q2 2021

Jul 19, 2021

SELL
$150.93 - $187.04 $9,055 - $11,222
-60 Reduced 3.99%
1,445 $231,000
Q1 2021

Apr 29, 2021

BUY
$102.95 - $184.0 $154,939 - $276,920
1,505 New
1,505 $265,000

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 $18.6B
  • 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 Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, 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 Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.