Martin Capital Advisors, LLP WSM Holdings History
Martin Capital Advisors, LLP's Williams-Sonoma Inc Holding Summary
As of 2025-06-30, Martin Capital Advisors, LLP held 24,057.00 shares of Williams-Sonoma Inc(WSM), totaling $3.93 Mil. This investment constitutes 2.56% of their stock portfolio, and Martin Capital Advisors, LLP now holds 0.02% of the outstanding Williams-Sonoma Inc(WSM) stock.
The initial trade took place in 2021Q4. And since then Martin Capital Advisors, LLP has made 8 purchases of WSM, at an average price of $90.52, for a total of 35,232.00 shares. In addition, there have been 5 sales at an average price of $81.03 for 11,175.00 shares. Based on historical transaction data and WSM's current price of $182.65, Martin Capital Advisors, LLP's estimated gain on his WSM holdings is $2.11 Mil, reflecting a 66.16% gain to date.
Martin Capital Advisors, LLP WSM ($182.65) Holding Chart
Martin Capital Advisors, LLP WSM ($182.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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