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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

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Quarterly reported holdings in Williams-Sonoma by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
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