Williams-Sonoma shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Williams-Sonoma
Tip: Access up to 7 years of quarterly data
All positions including Williams-Sonoma held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Williams-Sonoma by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 57k | 201.78 |
| 2023-09-30 | $8.2M | 53k | 155.39 |
| 2023-06-30 | $6.7M | 53k | 125.15 |
| 2023-03-31 | $6.8M | 56k | 121.66 |
| 2022-12-31 | $6.2M | 54k | 114.92 |
| 2022-09-30 | $7.2M | 61k | 117.86 |
| 2022-06-30 | $6.8M | 61k | 110.94 |
More positions owned by Meritage Portfolio Management
View all positions for Meritage Portfolio Management