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Williams-Sonoma shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 26k 201.78
2023-09-30 $4.0M 26k 155.40
2023-06-30 $3.5M 28k 125.14
2023-03-31 $3.5M 29k 121.66
2022-12-31 $3.3M 29k 114.92
2022-09-30 $3.5M 29k 117.79
2022-06-30 $3.4M 31k 110.87
2022-03-31 $4.5M 31k 145.00
2021-12-31 $5.6M 33k 169.09
2021-09-30 $5.8M 33k 177.27
2021-06-30 $5.2M 33k 159.59
2021-03-31 $5.9M 33k 179.21
2020-12-31 $3.4M 33k 101.86
2020-09-30 $3.1M 34k 90.41
2020-06-30 $2.8M 35k 82.02
2020-03-31 $1.3M 30k 42.54
2019-12-31 $2.2M 30k 73.42
2019-09-30 $2.2M 33k 68.00
2019-06-30 $2.2M 33k 64.98
2019-03-31 $1.9M 34k 56.28
2018-12-31 $1.7M 34k 50.46
2018-09-30 $2.2M 34k 65.71
2018-06-30 $2.0M 33k 61.35
2018-03-31 $1.8M 34k 52.69
2017-12-31 $1.2M 23k 51.71
2017-09-30 $1.8M 37k 49.85
2017-06-30 $1.8M 37k 48.46
2017-03-31 $2.0M 37k 53.62
2016-12-31 $1.9M 39k 48.39
2016-09-30 $2.0M 39k 51.10
2016-06-30 $1.4M 27k 52.17
2016-03-31 $693k 13k 54.77
2015-12-31 $2.9M 50k 58.41
2015-09-30 $3.8M 50k 76.35
2015-06-30 $4.1M 50k 82.27
2015-03-31 $4.0M 50k 79.70
2014-12-31 $3.8M 50k 75.69
2014-09-30 $3.4M 51k 66.56
2014-06-30 $3.6M 51k 71.72
2014-03-31 $3.4M 51k 66.57
2013-12-31 $2.8M 47k 58.27
2013-09-30 $2.7M 47k 56.21
2013-06-30 $1.9M 34k 55.89