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Cascade Investment Advisors, Inc. → WSM

Cascade Investment Advisors, Inc. WSM Position History

Williams-Sonoma, Inc. • Consumer Cyclical

Quarters held
4
Latest value
$2.7M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.2M
Q1 2026$2.2M
Q2 2026$2.8M
Q3 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M11.7K——
Q2 2026$2.8M12.0K——
Q1 2026$2.2M12.2K——
Q4 2025$2.2M12.2K——

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