Williams-Sonoma shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Williams-Sonoma
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All positions including Williams-Sonoma held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Williams-Sonoma by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 12k | 195.45 |
| 2025-06-30 | $1.5M | 9.3k | 163.38 |
| 2025-03-31 | $979k | 6.2k | 158.10 |
| 2024-12-31 | $1.0M | 5.5k | 184.97 |