Moran Wealth Management, LLC WSM Holdings History
Moran Wealth Management, LLC's Williams-Sonoma Inc Holding Summary
As of 2025-03-31, Moran Wealth Management, LLC held 284,835.00 shares of Williams-Sonoma Inc(WSM), totaling $45.03 Mil. This investment constitutes 1.51% of their stock portfolio, and Moran Wealth Management, LLC now holds 0.23% of the outstanding Williams-Sonoma Inc(WSM) stock.
The initial trade took place in 2022Q4. And since then Moran Wealth Management, LLC has made 2 purchases of WSM, at an average price of $61.40, for a total of 390,875.00 shares. In addition, there have been 7 sales at an average price of $136.76 for 106,040.00 shares. Based on historical transaction data and WSM's current price of $170.39, Moran Wealth Management, LLC's estimated gain on his WSM holdings is $39.04 Mil, reflecting a 162.65% gain to date.
Moran Wealth Management, LLC WSM ($170.39) Holding Chart
Moran Wealth Management, LLC WSM ($170.39) 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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