Williams-Sonoma shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $339k | 2.2k | 155.40 |
| 2023-06-30 | $836k | 6.7k | 125.15 |
| 2023-03-31 | $842k | 6.9k | 121.66 |
| 2022-12-31 | $758k | 6.6k | 114.92 |
| 2022-09-30 | $765k | 6.5k | 117.87 |
| 2022-06-30 | $731k | 6.6k | 110.99 |
| 2022-03-31 | $1000k | 6.9k | 145.03 |
| 2021-12-31 | $1.2M | 7.2k | 169.10 |
| 2021-09-30 | $1.3M | 7.4k | 177.37 |
| 2021-06-30 | $1.3M | 7.8k | 159.65 |
| 2021-03-31 | $1.6M | 9.0k | 179.21 |
| 2020-12-31 | $1.1M | 10k | 101.88 |
| 2020-09-30 | $929k | 10k | 90.40 |
| 2020-06-30 | $846k | 10k | 82.02 |
| 2018-09-30 | $14k | 216 | 64.81 |
| 2018-06-30 | $13k | 216 | 60.19 |
| 2018-03-31 | $11k | 216 | 50.93 |
More positions owned by Mount Yale Investment Advisors
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