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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Download as csvQuarterly 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 |
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