A detailed history of Bartlett & Co. Wealth Management LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 188 shares of WSM stock, worth $34,977. This represents 0.0% of its overall portfolio holdings.

Number of Shares
188
Previous 94 100.0%
Holding current value
$34,977
Previous $26.5 Million 9.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

BUY
$128.47 - $280.94 $12,076 - $26,408
94 Added 100.0%
188 $29.1 Million
Q1 2024

May 09, 2024

SELL
$193.39 - $317.53 $37,711 - $61,918
-195 Reduced 67.47%
94 $29.8 Million
Q3 2022

Feb 14, 2024

SELL
$112.81 - $168.87 $2,594 - $3,884
-23 Reduced 7.37%
289 $34.1 Million
Q2 2022

Feb 14, 2024

BUY
$105.47 - $153.14 $2,425 - $3,522
23 Added 7.96%
312 $34.6 Million
Q1 2018

Feb 13, 2024

BUY
$49.13 - $55.49 $14,198 - $16,036
289 New
289 $15.2 Million

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 Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.