Williams-Sonoma shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Williams-Sonoma
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Quarterly reported holdings in Williams-Sonoma by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 22k | 149.53 |
| 2024-06-30 | $3.0M | 21k | 142.22 |
| 2024-03-31 | $3.0M | 11k | 288.52 |
| 2023-12-31 | $6.4M | 11k | 607.03 |
| 2023-09-30 | $1.7M | 11k | 162.28 |
| 2023-06-30 | $1.3M | 10k | 125.14 |
| 2023-03-31 | $1.2M | 10k | 119.09 |
| 2022-12-31 | $1.1M | 9.6k | 114.07 |
| 2022-09-30 | $1.1M | 9.0k | 126.10 |
| 2022-06-30 | $1.1M | 8.7k | 130.45 |
| 2022-03-31 | $1.2M | 8.2k | 141.92 |
| 2021-12-31 | $1.3M | 7.5k | 168.81 |