Williams-Sonoma shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 1.2k | 196.15 |
| 2025-06-30 | $204k | 1.2k | 169.21 |
| 2024-12-31 | $305k | 1.5k | 196.97 |
| 2024-09-30 | $237k | 1.6k | 150.93 |
| 2024-06-30 | $228k | 1.6k | 146.24 |
| 2024-03-31 | $222k | 786 | 282.55 |
| 2023-12-31 | $223k | 1.1k | 206.89 |
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