Occidental Asset Management »

Williams-Sonoma shares owned by Occidental Asset Management

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Occidental Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams-Sonoma by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 8.4k 317.53
2023-12-31 $1.3M 6.7k 201.78
2023-09-30 $219k 1.4k 155.40
2018-12-31 $265k 5.3k 50.48
2018-09-30 $329k 5.0k 65.69
2018-06-30 $288k 4.7k 61.29
2018-03-31 $229k 4.3k 52.81
2017-12-31 $224k 4.3k 51.66
2017-09-30 $210k 4.2k 49.83

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

Top funds holding Williams-Sonoma

Vanguard Group
Blackhill Capital
Susquehanna International
Citadel Advisors
Bank of New York Mellon
Dimensional Fund Advisors
Norges Bank Investment Management
Pacer Advisors
Barclays
Principal Financial Group
Captrust Financial Advisors
Alliancebernstein
Henderson Group
Charles Schwab Investment Management
Millennium Management

View all funds holding Williams-Sonoma