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Williams-Sonoma shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $116k 594 195.45
2025-06-30 $97k 594 163.37
2025-03-31 $94k 594 158.10
2024-12-31 $110k 594 185.18
2024-09-30 $92k 594 154.92
2024-06-30 $84k 297 282.37
2024-03-31 $94k 297 317.53
2023-12-31 $57k 284 201.78
2023-09-30 $44k 284 155.40
2023-06-30 $36k 284 125.14
2023-03-31 $35k 284 121.66
2022-12-31 $33k 284 114.92
2022-09-30 $33k 284 116.20
2022-06-30 $32k 284 112.68
2022-03-31 $41k 284 144.37
2021-12-31 $48k 284 169.01
2021-09-30 $50k 284 176.06
2021-06-30 $45k 284 158.45
2021-03-31 $51k 284 179.58
2020-12-31 $29k 289 100.35
2020-09-30 $30k 334 89.82
2016-12-31 $3.0k 66 45.45
2015-12-31 $22k 380 57.89
2015-09-30 $29k 380 76.32
2015-06-30 $31k 380 81.58
2015-03-31 $30k 380 78.95
2014-12-31 $29k 380 76.32
2014-09-30 $25k 380 65.79
2014-06-30 $27k 380 71.05
2011-09-30 $7.0k 212 33.02
2011-06-30 $8.0k 212 37.74
2011-03-31 $17k 412 41.26