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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All positions including Williams-Sonoma held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Williams-Sonoma by Modera Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |