Whalen Wealth Management Inc. Williams Sonoma Inc Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Williams Sonoma Inc stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,143 shares of WSM stock, worth $328,736. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,143
Previous 1,500
42.87%
Holding current value
$328,736
Previous $278 Million
21.93%
% of portfolio
0.23%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding WSM
# of Institutions
1,002Shares Held
101MCall Options Held
1.7MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA12.8MShares$1.97 Billion0.04% of portfolio
-
Aristotle Capital Management, LLC Los Angeles, CA9.11MShares$1.4 Billion3.43% of portfolio
-
Blackhill Capital Inc Morristown, NJ7.82MShares$1.2 Billion75.14% of portfolio
-
Black Rock Inc. New York, NY7.66MShares$1.18 Billion0.05% of portfolio
-
State Street Corp Boston, MA5.27MShares$809 Million0.04% of portfolio
About WILLIAMS SONOMA INC
- Ticker WSM
- Exchange NYSE
- Sector Consumer Cyclical
- Industry Specialty Retail
- Shares Outstandng 66,711,400
- Market Cap $10.2B
- 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...