Williams-Sonoma shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 20k | 195.45 |
| 2025-06-30 | $3.3M | 20k | 163.37 |
| 2025-03-31 | $3.2M | 20k | 158.10 |
| 2024-12-31 | $5.4M | 29k | 185.18 |
| 2024-06-30 | $4.2M | 15k | 282.37 |
| 2024-03-31 | $5.2M | 16k | 317.53 |
| 2023-12-31 | $3.3M | 16k | 201.78 |
| 2023-09-30 | $2.5M | 16k | 155.40 |
| 2023-06-30 | $2.6M | 21k | 125.14 |
| 2023-03-31 | $3.5M | 29k | 121.66 |
| 2022-12-31 | $3.4M | 29k | 114.92 |
| 2022-09-30 | $3.9M | 33k | 117.84 |
| 2022-06-30 | $4.2M | 38k | 110.96 |
| 2022-03-31 | $5.5M | 38k | 145.00 |
| 2021-12-31 | $6.6M | 39k | 169.14 |
| 2021-09-30 | $7.4M | 42k | 177.33 |
| 2021-06-30 | $7.8M | 49k | 159.64 |
| 2021-03-31 | $9.3M | 52k | 179.20 |
| 2020-12-31 | $5.3M | 52k | 101.85 |
| 2020-09-30 | $4.7M | 52k | 90.43 |
| 2020-06-30 | $4.3M | 52k | 82.01 |
| 2020-03-31 | $2.3M | 53k | 42.51 |
| 2019-12-31 | $6.8M | 93k | 73.44 |
More positions owned by Beacon Investment Advisory Services
View all positions for Beacon Investment Advisory Services