Williams-Sonoma shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Williams-Sonoma
Tip: Access up to 7 years of quarterly data
All positions including Williams-Sonoma held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Williams-Sonoma by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $408k | 2.1k | 195.45 |
| 2025-06-30 | $341k | 2.1k | 163.37 |
| 2025-03-31 | $312k | 2.1k | 145.88 |
| 2024-12-31 | $454k | 2.1k | 211.74 |
| 2024-09-30 | $467k | 3.0k | 154.92 |
| 2024-06-30 | $426k | 1.5k | 282.37 |
| 2024-03-31 | $495k | 1.6k | 317.53 |
| 2023-12-31 | $314k | 1.6k | 201.78 |
| 2023-09-30 | $251k | 1.6k | 155.40 |
| 2023-06-30 | $2.2M | 1.8k | 1251.40 |
| 2023-03-31 | $235k | 1.9k | 121.66 |
| 2022-12-31 | $224k | 2.0k | 114.92 |
| 2022-09-30 | $254k | 2.2k | 117.48 |
| 2022-06-30 | $336k | 2.2k | 155.41 |
| 2022-03-31 | $313k | 2.2k | 144.77 |
| 2021-12-31 | $365k | 2.2k | 168.83 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services