A detailed history of Jfs Wealth Advisors, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 103 shares of WSM stock, worth $20,287. This represents 0.0% of its overall portfolio holdings.

Number of Shares
103
Previous 50 106.0%
Holding current value
$20,287
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$128.47 - $280.94 $6,808 - $14,889
53 Added 106.0%
103 $15,000
Q2 2024

Jul 15, 2024

SELL
$279.2 - $321.33 $279 - $321
-1 Reduced 1.96%
50 $14,000
Q4 2023

Feb 07, 2024

BUY
$144.23 - $206.46 $288 - $412
2 Added 4.08%
51 $10,000
Q3 2023

Nov 02, 2023

BUY
$120.93 - $157.18 $1,088 - $1,414
9 Added 22.5%
49 $7,000
Q1 2023

Apr 19, 2023

BUY
$114.11 - $143.56 $342 - $430
3 Added 8.11%
40 $4,000
Q4 2022

Feb 13, 2023

SELL
$111.7 - $135.36 $2,010 - $2,436
-18 Reduced 32.73%
37 $4,000
Q3 2022

Oct 21, 2022

SELL
$112.81 - $168.87 $1,804 - $2,701
-16 Reduced 22.54%
55 $6,000
Q2 2022

Aug 02, 2022

BUY
$105.47 - $153.14 $3,691 - $5,359
35 Added 97.22%
71 $8,000
Q1 2022

May 02, 2022

BUY
$132.87 - $168.87 $2,657 - $3,377
20 Added 125.0%
36 $5,000
Q4 2021

Feb 03, 2022

BUY
$162.55 - $221.63 $2,600 - $3,546
16 New
16 $3,000

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 $13.1B
  • 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 Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.