Williams-Sonoma shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 17k | 195.45 |
| 2025-06-30 | $2.8M | 17k | 163.37 |
| 2025-03-31 | $2.4M | 15k | 158.10 |
| 2024-12-31 | $2.6M | 14k | 185.18 |
| 2024-09-30 | $2.1M | 14k | 154.92 |
| 2024-06-30 | $1.8M | 6.4k | 282.36 |
| 2024-03-31 | $2.0M | 6.4k | 317.54 |
| 2023-12-31 | $1.2M | 6.0k | 201.79 |