A detailed history of Klein Pavlis & Peasley Financial, Inc. transactions in Williams Sonoma Inc stock. As of the latest transaction made, Klein Pavlis & Peasley Financial, Inc. holds 5,590 shares of WSM stock, worth $1.05 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
5,590
Previous 2,645 111.34%
Holding current value
$1.05 Million
Previous $747 Million 15.92%
% of portfolio
0.69%
Previous 0.66%

Shares

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

Oct 24, 2024

BUY
$128.47 - $280.94 $378,344 - $827,368
2,945 Added 111.34%
5,590 $866 Million
Q2 2024

Jul 26, 2024

SELL
$279.2 - $321.33 $517,916 - $596,067
-1,855 Reduced 41.22%
2,645 $747 Million
Q1 2024

May 07, 2024

SELL
$193.39 - $317.53 $494,691 - $812,241
-2,558 Reduced 36.24%
4,500 $1.43 Billion
Q4 2023

Jan 12, 2024

BUY
$144.23 - $206.46 $1.02 Million - $1.46 Million
7,058 New
7,058 $1.42 Billion

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 $12.5B
  • 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 Klein Pavlis & Peasley Financial, Inc. Portfolio

Follow Klein Pavlis & Peasley Financial, Inc. 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 Klein Pavlis & Peasley Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Klein Pavlis & Peasley Financial, Inc. with notifications on news.