Valeo Financial Advisors, LLC Williams Sonoma Inc Transaction History

Valeo Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$193.39 - $317.53 $29,395 - $48,264	-152 Reduced 17.45%	719 $228,000
Q1 2024 Apr 19, 2024	SELL	$193.39 - $317.53 $143,882 - $236,242	-744 Reduced 46.07%	871 $276,000
Q4 2023 Jan 29, 2024	SELL	$144.23 - $206.46 $14,422 - $20,646	-100 Reduced 5.83%	1,615 $325,000
Q3 2023 Oct 19, 2023	SELL	$120.93 - $157.18 $23,823 - $30,964	-197 Reduced 10.3%	1,715 $266,000
Q2 2023 Jul 14, 2023	SELL	$111.16 - $129.59 $25,011 - $29,157	-225 Reduced 10.53%	1,912 $239,000
Q1 2023 Apr 17, 2023	BUY	$114.11 - $143.56 $243,853 - $306,787	2,137 New	2,137 $259,000
Q1 2022 Apr 28, 2022	SELL	$132.87 - $168.87 $158,115 - $200,955	-1,190 Closed	0 $0
Q4 2021 Jan 07, 2022	BUY	$162.55 - $221.63 $193,434 - $263,739	1,190 New	1,190 $201,000
Q2 2021 Jul 22, 2021	SELL	$150.93 - $187.04 $161,042 - $199,571	-1,067 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$102.95 - $184.0 $308 - $552	3 Added 0.28%	1,067 $191,000
Q4 2020 Feb 11, 2021	BUY	$89.82 - $112.96 $45,179 - $56,818	503 Added 89.66%	1,064 $108,000
Q3 2020 Oct 28, 2020	BUY	$81.54 - $99.26 $40,362 - $49,133	495 Added 750.0%	561 $51,000
Q2 2020 Jul 20, 2020	BUY	$37.6 - $86.67 $225 - $520	6 Added 10.0%	66 $5,000
Q4 2017 Feb 09, 2018	BUY	$45.59 - $54.25 $2,735 - $3,255	60	60 $3,000

895

56.8M

903K

1.21M

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...

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