Williams-Sonoma shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Williams-Sonoma
Tip: Access up to 7 years of quarterly data
All positions including Williams-Sonoma held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Williams-Sonoma by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 24k | 129.47 |
| 2024-06-30 | $3.7M | 24k | 155.50 |
| 2024-03-31 | $3.8M | 13k | 286.77 |
| 2023-12-31 | $2.6M | 13k | 199.70 |
| 2023-09-30 | $1.9M | 12k | 155.40 |
| 2023-06-30 | $1.5M | 12k | 126.34 |
| 2023-03-31 | $1.4M | 11k | 121.66 |
| 2019-12-31 | $643k | 8.8k | 73.42 |