Williams-Sonoma shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Williams-Sonoma
Tip: Access up to 7 years of quarterly data
All positions including Williams-Sonoma held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams-Sonoma by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 53k | 189.06 |
| 2025-06-30 | $10M | 58k | 173.19 |
| 2025-03-31 | $9.9M | 63k | 158.10 |
| 2024-12-31 | $10M | 55k | 185.18 |
| 2024-06-30 | $3.6M | 13k | 282.38 |
| 2024-03-31 | $8.9M | 28k | 317.53 |
| 2023-12-31 | $2.7M | 13k | 201.78 |
| 2023-09-30 | $2.2M | 14k | 155.40 |
| 2023-06-30 | $307k | 2.5k | 125.12 |
More positions owned by Wealth Enhancement Advisory Services
View all positions for Wealth Enhancement Advisory Services