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Williams-Sonoma shares owned by Jeppson Wealth Management

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Jeppson Wealth Management from 13F filings

Historical chart of Jeppson Wealth Management investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Jeppson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Jeppson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $487k 1.5k 317.53
2023-12-31 $315k 1.6k 201.78
2023-09-30 $244k 1.6k 155.40
2023-03-31 $222k 1.8k 121.66
2022-12-31 $207k 1.8k 114.92
2022-09-30 $314k 2.7k 117.91
2022-06-30 $289k 2.6k 111.11