Williams-Sonoma shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Williams-Sonoma
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All positions including Williams-Sonoma held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Williams-Sonoma by Beacon Pointe Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $3.8M | 19k | 201.78 |
2023-09-30 | $3.0M | 19k | 155.40 |
2023-06-30 | $1.1M | 8.5k | 125.14 |
2023-03-31 | $1.1M | 8.8k | 121.66 |
2022-12-31 | $1.1M | 9.3k | 114.92 |
2022-09-30 | $1.1M | 9.4k | 117.33 |
2022-06-30 | $1.1M | 9.7k | 111.17 |
2022-03-31 | $1.4M | 9.7k | 144.96 |
2021-09-30 | $1.6M | 9.1k | 177.38 |