Ownership history in Capital Analysts, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in WILLIAMS SONOMA INC (WSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 265 | — | 0% | 0.00% | $52K | $194.15 |
| 2025 Q2 | UNCHANGED | 265 | — | 0% | 0.00% | $43K | $161.65 |
| 2025 Q1 | UNCHANGED | 265 | — | 0% | 0.00% | $42K | $155.69 |
| 2024 Q4 | UNCHANGED | 265 | — | 0% | 0.00% | $49K | $181.83 |
| 2024 Q3 | ADDED | 265 | +255 | +2550.0% | 0.00% | $41K | $151.51 |
| 2023 Q3 | INITIATED | 10 | — | — | 0.00% | $2K | — |
As of 2025 Q4 — sorted by position size