A detailed history of Strategic Wealth Partners, Ltd. transactions in Williams Sonoma Inc stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 202 shares of WSM stock, worth $36,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares
202
Previous 152 32.89%
Holding current value
$36,812
Previous $24,000 62.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$163.62 - $210.2 $8,181 - $10,510
50 Added 32.89%
202 $39,000
Q2 2025

Aug 11, 2025

BUY
$137.62 - $174.44 $20,918 - $26,514
152 New
152 $24,000
Q2 2019

Aug 06, 2019

SELL
$51.13 - $65.0 $1,278 - $1,625
-25 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$49.84 - $59.22 $1,246 - $1,480
25 New
25 $1,000

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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