Williams-Sonoma shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Williams-Sonoma
Tip: Access up to 7 years of quarterly data
All positions including Williams-Sonoma held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams-Sonoma by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $537k | 2.7k | 195.45 |
| 2025-06-30 | $440k | 2.7k | 163.37 |
| 2025-03-31 | $356k | 2.3k | 158.10 |
| 2024-12-31 | $732k | 4.0k | 185.18 |
| 2024-09-30 | $421k | 2.7k | 154.91 |
| 2024-06-30 | $317k | 1.1k | 282.37 |
| 2024-03-31 | $418k | 1.3k | 317.53 |
| 2023-12-31 | $250k | 1.2k | 201.78 |
| 2023-06-30 | $627k | 5.0k | 125.14 |