Geneos Wealth Management Inc. Williams Sonoma Inc Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Williams Sonoma Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,903 shares of WSM stock, worth $403,645. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,903
Previous 1,903 -0.0%
Holding current value
$403,645
Previous $294,000 19.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$128.47 - $280.94 $126,671 - $277,006
986 Added 107.52%
1,903 $294,000
Q4 2023

Jan 26, 2024
BUY
$144.23 - $206.46 $144 - $206
1 Added 0.11%
917 $185,000
Q2 2022

Jul 22, 2022
SELL
$105.47 - $153.14 $105 - $153
-1 Reduced 0.11%
916 $101,000
Q1 2022

May 16, 2022
BUY
$132.87 - $168.87 $265 - $337
2 Added 0.22%
917 $132,000
Q4 2021

Feb 09, 2022
SELL
$162.55 - $221.63 $16,255 - $22,163
-100 Reduced 9.85%
915 $154,000
Q2 2021

Jul 08, 2021
SELL
$150.93 - $187.04 $10,263 - $12,718
-68 Reduced 6.28%
1,015 $164,000
Q4 2020

May 19, 2021
BUY
$89.82 - $112.96 $6,646 - $8,359
74 Added 7.33%
1,083 $181,000
Q3 2020

Sep 07, 2021
BUY
$81.54 - $99.26 $244 - $297
3 Added 0.3%
1,009 $87,000
Q2 2020

Sep 07, 2021
BUY
$37.6 - $86.67 $188 - $433
5 Added 0.5%
1,006 $83,000
Q1 2020

Sep 07, 2021
BUY
$30.66 - $76.59 $153 - $382
5 Added 0.5%
1,001 $42,000
Q4 2019

Sep 07, 2021
BUY
$63.97 - $74.01 $319 - $370
5 Added 0.5%
996 $72,000
Q3 2019

Sep 07, 2021
BUY
$61.97 - $70.26 $309 - $351
5 Added 0.51%
991 $67,000
Q2 2019

Sep 07, 2021
BUY
$51.13 - $65.0 $306 - $390
6 Added 0.61%
986 $64,000
Q1 2019

Sep 07, 2021
BUY
$49.84 - $59.22 $249 - $296
5 Added 0.51%
980 $55,000
Q4 2018

Sep 07, 2021
BUY
$45.54 - $65.01 $227 - $325
5 Added 0.52%
975 $48,000
Q3 2018

Sep 07, 2021
BUY
$56.65 - $72.94 $37,955 - $48,869
670 Added 223.33%
970 $63,000
Q4 2017

Sep 07, 2021
BUY
$45.59 - $54.25 $13,677 - $16,275
300 New
300 $15,000
Q2 2016

Sep 07, 2021
SELL
N/A
-200 Closed
0 $0
Q1 2016

Sep 07, 2021
BUY
N/A
200
200 $10,000

Others Institutions Holding WSM

# of Institutions
927
Shares Held
100M
Call Options Held
1.45M
Put Options Held
1.79M
View Full List

About WILLIAMS SONOMA INC

WSM Quotes by TradingView
  • Ticker WSM
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Specialty Retail
  • Shares Outstandng 66,711,400
  • Market Cap $14.2B
  • 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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