A detailed history of Ep Wealth Advisors, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,228 shares of WSM stock, worth $588,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,228
Previous 1,534 110.43%
Holding current value
$588,270
Previous $242,000 117.77%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$137.62 - $174.44 $233,128 - $295,501
1,694 Added 110.43%
3,228 $527,000
Q1 2025

May 15, 2025

BUY
$158.1 - $217.71 $16,600 - $22,859
105 Added 7.35%
1,534 $242,000
Q4 2024

Feb 13, 2025

SELL
$129.13 - $198.21 $16,399 - $25,172
-127 Reduced 8.16%
1,429 $264,000
Q3 2024

Nov 14, 2024

BUY
$128.47 - $280.94 $88,772 - $194,129
691 Added 79.88%
1,556 $241,000
Q2 2024

Aug 19, 2024

BUY
$279.2 - $321.33 $58,911 - $67,800
211 Added 32.26%
865 $244,000
Q1 2024

May 14, 2024

BUY
$193.39 - $317.53 $126,477 - $207,664
654 New
654 $207,000

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 $12.2B
  • 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...
More about WSM
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