Williams-Sonoma shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Williams-Sonoma
Tip: Access up to 7 years of quarterly data
All positions including Williams-Sonoma held by Modern 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 Modern Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $796k | 5.1k | 154.93 |
2024-03-31 | $670k | 2.1k | 315.94 |