Canandaigua National Bank & Trust’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,389
Closed -$257K 340
2024
Q4
$257K Buy
+1,389
New +$257K 0.03% 283
2023
Q2
Sell
-7,126
Closed -$433K 270
2023
Q1
$433K Buy
+7,126
New +$433K 0.07% 180