Williams-Sonoma shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 38k | 196.14 |
| 2025-06-30 | $1.8M | 11k | 163.37 |
| 2025-03-31 | $992k | 6.3k | 158.10 |
| 2024-12-31 | $1.8M | 9.7k | 185.18 |
| 2024-09-30 | $1.5M | 9.6k | 154.92 |
| 2024-06-30 | $1.3M | 4.8k | 282.38 |
| 2024-03-31 | $1.5M | 4.7k | 317.54 |
| 2023-12-31 | $1.2M | 5.7k | 201.78 |
| 2023-09-30 | $879k | 5.7k | 155.40 |
| 2023-06-30 | $690k | 5.5k | 125.14 |
| 2023-03-31 | $651k | 5.4k | 121.66 |
| 2022-12-31 | $616k | 5.4k | 114.92 |
| 2022-09-30 | $574k | 4.8k | 118.37 |
| 2022-06-30 | $590k | 4.9k | 121.13 |