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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

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All positions including Williams-Sonoma held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
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