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Williams-Sonoma shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in Williams-Sonoma

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

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Quarterly reported holdings in Williams-Sonoma by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $222k 786 282.55
2023-12-31 $223k 1.1k 206.89