A detailed history of Phillips Wealth Planners LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,548 shares of WSM stock, worth $335,451. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,548
Previous 1,567 1.21%
Holding current value
$335,451
Previous $237 Million 28.92%
% of portfolio
0.3%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

SELL
$129.13 - $198.21 $2,453 - $3,765
-19 Reduced 1.21%
1,548 $305 Million
Q3 2024

Oct 28, 2024

BUY
$128.47 - $280.94 $1,156 - $2,528
9 Added 0.58%
1,567 $237 Million
Q2 2024

Aug 02, 2024

BUY
$279.2 - $321.33 $215,542 - $248,066
772 Added 98.22%
1,558 $228 Million
Q1 2024

Apr 29, 2024

SELL
$193.39 - $317.53 $56,469 - $92,718
-292 Reduced 27.09%
786 $222 Million
Q4 2023

Feb 12, 2024

BUY
$144.23 - $206.46 $155,479 - $222,563
1,078 New
1,078 $223 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 $14.5B
  • 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
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