A detailed history of Soltis Investment Advisors LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 15,302 shares of WSM stock, worth $2.85 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
15,302
Previous 11,595 31.97%
Holding current value
$2.85 Million
Previous $3.27 Million 27.61%
% of portfolio
0.24%
Previous 0.35%

Shares

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

Nov 18, 2024

BUY
$128.47 - $280.94 $476,238 - $1.04 Million
3,707 Added 31.97%
15,302 $2.37 Million
Q2 2024

Aug 12, 2024

SELL
$279.2 - $321.33 $1.39 Million - $1.6 Million
-4,976 Reduced 30.03%
11,595 $3.27 Million
Q1 2024

Apr 29, 2024

SELL
$193.39 - $317.53 $1.13 Million - $1.85 Million
-5,840 Reduced 26.06%
16,571 $5.26 Million
Q4 2023

Jan 26, 2024

SELL
$144.23 - $206.46 $1.15 Million - $1.64 Million
-7,952 Reduced 26.19%
22,411 $4.52 Million
Q3 2023

Nov 08, 2023

BUY
$120.93 - $157.18 $1.09 Million - $1.41 Million
8,982 Added 42.01%
30,363 $4.72 Million
Q2 2023

Aug 08, 2023

BUY
$111.16 - $129.59 $314,916 - $367,128
2,833 Added 15.27%
21,381 $2.68 Million
Q1 2023

May 03, 2023

BUY
$114.11 - $143.56 $338,222 - $425,511
2,964 Added 19.02%
18,548 $2.26 Million
Q4 2022

Feb 09, 2023

BUY
$111.7 - $135.36 $824,569 - $999,227
7,382 Added 90.0%
15,584 $1.79 Million
Q3 2022

Nov 14, 2022

BUY
$112.81 - $168.87 $242,879 - $363,577
2,153 Added 35.59%
8,202 $967,000
Q2 2022

Aug 11, 2022

BUY
$105.47 - $153.14 $637,988 - $926,343
6,049 New
6,049 $671,000

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 $12.4B
  • 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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