Williams-Sonoma shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 12k | 195.44 |
| 2025-06-30 | $2.2M | 13k | 163.36 |
| 2025-03-31 | $1.9M | 12k | 158.11 |
| 2024-12-31 | $4.5M | 24k | 185.18 |
| 2024-09-30 | $3.8M | 25k | 154.92 |
| 2024-06-30 | $3.2M | 11k | 282.37 |
| 2024-03-31 | $2.9M | 9.3k | 317.53 |
| 2022-06-30 | $3.0k | 26 | 115.38 |
| 2022-03-31 | $0 | 1 | 0.00 |