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
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All positions including Williams-Sonoma held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams-Sonoma by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 24k | 194.34 |
| 2025-06-30 | $4.8M | 24k | 199.42 |
| 2025-03-31 | $3.7M | 24k | 158.10 |
| 2024-12-31 | $4.3M | 24k | 185.18 |
| 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 |