A detailed history of York Bridge Wealth Partners, LLC transactions in Williams Sonoma Inc stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 2,294 shares of WSM stock, worth $430,423. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,294
Previous 2,392 4.1%
Holding current value
$430,423
Previous $282,000 6.74%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

SELL
$111.7 - $135.36 $10,946 - $13,265
-98 Reduced 4.1%
2,294 $0
Q3 2022

Oct 18, 2022

BUY
$112.81 - $168.87 $9,701 - $14,522
86 Added 3.73%
2,392 $282,000
Q2 2022

Jul 15, 2022

BUY
$105.47 - $153.14 $20,250 - $29,402
192 Added 9.08%
2,306 $256,000
Q1 2022

Apr 15, 2022

SELL
$132.87 - $168.87 $6,909 - $8,781
-52 Reduced 2.4%
2,114 $307,000
Q4 2021

Jan 19, 2022

BUY
$162.55 - $221.63 $11,866 - $16,178
73 Added 3.49%
2,166 $366,000
Q3 2021

Oct 22, 2021

BUY
$151.7 - $194.46 $38,076 - $48,809
251 Added 13.63%
2,093 $371,000
Q2 2021

Jul 22, 2021

SELL
$150.93 - $187.04 $187,304 - $232,116
-1,241 Reduced 40.25%
1,842 $294,000
Q1 2021

Apr 15, 2021

SELL
$102.95 - $184.0 $84,830 - $151,616
-824 Reduced 21.09%
3,083 $552,000
Q4 2020

Jan 19, 2021

BUY
$89.82 - $112.96 $10,508 - $13,216
117 Added 3.09%
3,907 $398,000
Q3 2020

Oct 19, 2020

BUY
$81.54 - $99.26 $309,036 - $376,195
3,790 New
3,790 $343,000

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 $12.5B
  • 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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