A detailed history of Spire Wealth Management transactions in Williams Sonoma Inc stock. As of the latest transaction made, Spire Wealth Management holds 697 shares of WSM stock, worth $138,152. This represents 0.0% of its overall portfolio holdings.

Number of Shares
697
Previous 401 73.82%
Holding current value
$138,152
Previous $113,000 5.31%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

BUY
$128.47 - $280.94 $38,027 - $83,158
296 Added 73.82%
697 $107,000
Q2 2024

Jul 31, 2024

SELL
$279.2 - $321.33 $104,700 - $120,498
-375 Reduced 48.32%
401 $113,000
Q1 2024

Apr 24, 2024

SELL
$193.39 - $317.53 $26,107 - $42,866
-135 Reduced 14.82%
776 $246,000
Q4 2023

Feb 06, 2024

BUY
$144.23 - $206.46 $721 - $1,032
5 Added 0.55%
911 $183,000
Q3 2023

Nov 08, 2023

BUY
$120.93 - $157.18 $69,776 - $90,692
577 Added 175.38%
906 $140,000
Q2 2023

Aug 09, 2023

SELL
$111.16 - $129.59 $222 - $259
-2 Reduced 0.6%
329 $41,000
Q4 2022

Feb 03, 2023

SELL
$111.7 - $135.36 $558 - $676
-5 Reduced 1.49%
331 $38,000
Q3 2022

Nov 07, 2022

SELL
$112.81 - $168.87 $1,240 - $1,857
-11 Reduced 3.17%
336 $40,000
Q2 2022

Jul 22, 2022

SELL
$105.47 - $153.14 $36,598 - $53,139
-347 Reduced 50.0%
347 $39,000
Q1 2022

Apr 18, 2022

SELL
$132.87 - $168.87 $15,678 - $19,926
-118 Reduced 14.53%
694 $101,000
Q4 2021

Jan 14, 2022

BUY
$162.55 - $221.63 $19,343 - $26,373
119 Added 17.17%
812 $137,000
Q3 2021

Oct 22, 2021

SELL
$151.7 - $194.46 $151 - $194
-1 Reduced 0.14%
693 $123,000
Q2 2021

Jul 26, 2021

BUY
$150.93 - $187.04 $150 - $187
1 Added 0.14%
694 $111,000
Q1 2021

May 21, 2021

BUY
$102.95 - $184.0 $71,344 - $127,512
693 New
693 $124,000

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 $13.2B
  • 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 Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.