Williams-Sonoma shares owned by Concord Asset Management
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in Williams-Sonoma
Tip: Access up to 7 years of quarterly data
All positions including Williams-Sonoma held by Concord Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams-Sonoma by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 12k | 195.45 |
| 2025-06-30 | $2.2M | 13k | 163.36 |
| 2025-03-31 | $1.9M | 13k | 145.89 |
| 2024-12-31 | $4.6M | 25k | 185.18 |
| 2024-09-30 | $4.0M | 26k | 154.92 |
| 2024-06-30 | $3.2M | 11k | 282.37 |
| 2024-03-31 | $2.9M | 9.3k | 317.53 |