A detailed history of Vista Wealth Management Group, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 2,307 shares of WSM stock, worth $429,217. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,307
Previous 842 173.99%
Holding current value
$429,217
Previous $237,000 50.63%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 06, 2024

BUY
$128.47 - $280.94 $188,208 - $411,577
1,465 Added 173.99%
2,307 $357,000
Q2 2024

Jul 30, 2024

BUY
$279.2 - $321.33 $7,259 - $8,354
26 Added 3.19%
842 $237,000
Q1 2024

Apr 29, 2024

BUY
$193.39 - $317.53 $157,806 - $259,104
816 New
816 $259,000

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
Track This Portfolio

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, 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 Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.