Williams-Sonoma shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Williams-Sonoma
Tip: Access up to 7 years of quarterly data
All positions including Williams-Sonoma held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams-Sonoma by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 2.0k | 195.45 |
| 2025-06-30 | $330k | 2.0k | 163.35 |
| 2025-03-31 | $1.1k | 2.0k | 0.55 |