Williams-Sonoma shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 194k | 195.45 |
| 2025-06-30 | $33M | 203k | 163.37 |
| 2025-03-31 | $33M | 209k | 158.10 |
| 2024-12-31 | $41M | 223k | 185.18 |
| 2024-09-30 | $36M | 234k | 154.92 |
| 2024-06-30 | $35M | 124k | 282.37 |
| 2024-03-31 | $40M | 126k | 317.53 |
| 2023-12-31 | $26M | 127k | 201.78 |
| 2023-09-30 | $20M | 126k | 155.40 |
| 2023-06-30 | $15M | 116k | 125.14 |
| 2021-12-31 | $300k | 1.8k | 169.30 |