Williams-Sonoma shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 5.1k | 317.53 |
| 2023-12-31 | $1.0M | 5.1k | 201.78 |
| 2023-09-30 | $793k | 5.1k | 155.40 |
| 2023-06-30 | $1.2M | 9.5k | 125.14 |
| 2023-03-31 | $1.2M | 9.5k | 121.66 |
| 2022-12-31 | $1.1M | 9.5k | 114.92 |
| 2022-09-30 | $1.1M | 9.5k | 117.89 |
| 2022-06-30 | $1.1M | 9.5k | 110.95 |
| 2022-03-31 | $1.4M | 9.5k | 145.05 |
| 2021-12-31 | $1.6k | 950 | 1.69 |
| 2021-09-30 | $1.7M | 9.5k | 177.37 |
| 2021-06-30 | $1.5M | 9.5k | 159.68 |
| 2021-03-31 | $1.7M | 9.5k | 179.16 |
| 2020-12-31 | $967k | 9.5k | 101.79 |
| 2020-09-30 | $859k | 9.5k | 90.42 |
| 2020-06-30 | $779k | 9.5k | 82.00 |
| 2020-03-31 | $408k | 9.6k | 42.50 |
| 2019-12-31 | $712k | 9.7k | 73.40 |
| 2019-09-30 | $659k | 9.7k | 67.94 |
| 2019-06-30 | $631k | 9.7k | 65.05 |
| 2019-03-31 | $546k | 9.7k | 56.29 |
| 2018-12-31 | $489k | 9.7k | 50.41 |
| 2018-09-30 | $637k | 9.7k | 65.67 |
| 2018-06-30 | $595k | 9.7k | 61.34 |
| 2018-03-31 | $512k | 9.7k | 52.78 |
| 2017-12-31 | $501k | 9.7k | 51.65 |
| 2017-09-30 | $484k | 9.7k | 49.90 |
| 2017-06-30 | $470k | 9.7k | 48.45 |
| 2017-03-31 | $520k | 9.7k | 53.61 |
| 2016-12-31 | $731k | 15k | 48.41 |
| 2016-09-30 | $837k | 16k | 51.10 |
| 2016-06-30 | $932k | 18k | 52.13 |
| 2016-03-31 | $1.0M | 18k | 54.73 |
| 2015-12-31 | $1.1M | 2.0k | 584.27 |
| 2015-09-30 | $1.5M | 20k | 76.36 |
| 2015-06-30 | $1.6M | 20k | 82.29 |
| 2015-03-31 | $1.6M | 21k | 79.69 |
| 2014-12-31 | $1.6M | 21k | 75.66 |
| 2014-09-30 | $1.4M | 21k | 66.57 |
| 2014-06-30 | $1.8M | 25k | 71.77 |
| 2014-03-31 | $1.6M | 25k | 66.64 |
| 2013-12-31 | $1.4M | 25k | 58.27 |
| 2013-09-30 | $1.4M | 25k | 56.20 |
| 2013-06-30 | $1.4M | 26k | 55.88 |
| 2013-03-31 | $1.3M | 26k | 51.52 |
| 2012-12-31 | $1.1M | 26k | 43.77 |
| 2012-09-30 | $1.1M | 26k | 43.97 |
| 2012-06-30 | $905k | 26k | 34.97 |
| 2012-03-31 | $970k | 26k | 37.48 |
| 2011-12-31 | $1.0M | 27k | 38.51 |
| 2011-03-31 | $1.1M | 27k | 40.51 |
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