Williams-Sonoma shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $166M | 847k | 195.45 |
| 2025-06-30 | $134M | 819k | 163.37 |
| 2025-03-31 | $105M | 662k | 158.10 |
| 2024-12-31 | $120M | 645k | 185.18 |
| 2024-09-30 | $96M | 621k | 154.92 |
| 2024-06-30 | $87M | 307k | 282.37 |
| 2024-03-31 | $164M | 705k | 232.80 |
| 2023-12-31 | $103M | 513k | 201.78 |
| 2023-09-30 | $79M | 506k | 155.40 |
| 2023-06-30 | $58M | 463k | 125.14 |
| 2023-03-31 | $55M | 448k | 121.66 |
| 2022-12-31 | $49M | 427k | 114.92 |
| 2022-09-30 | $48M | 410k | 117.85 |
| 2022-06-30 | $42M | 376k | 110.95 |
| 2022-03-31 | $47M | 325k | 145.00 |
| 2021-12-31 | $52M | 305k | 169.13 |
| 2021-09-30 | $64M | 363k | 177.33 |
| 2021-06-30 | $58M | 363k | 159.65 |
| 2021-03-31 | $61M | 340k | 179.20 |
| 2020-12-31 | $33M | 319k | 101.84 |
| 2020-09-30 | $21M | 219k | 93.76 |
| 2020-06-30 | $392k | 4.6k | 84.87 |
| 2019-09-30 | $52k | 768 | 67.71 |
| 2019-06-30 | $65k | 1.0k | 64.87 |
| 2019-03-31 | $75k | 1.3k | 56.22 |
| 2018-12-31 | $11k | 215 | 51.16 |
| 2018-09-30 | $14k | 215 | 65.12 |
| 2018-03-31 | $17k | 339 | 50.15 |
| 2017-12-31 | $19k | 370 | 51.35 |
More positions owned by Captrust Financial Advisors
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