CIBC Private Wealth Group’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
8,009
-491
| -6% | -$80.2K | ﹤0.01% | 625 |
|
|
2025
Q1 | $1.18M | Buy |
8,500
+661
| +8% | +$92K | ﹤0.01% | 622 |
|
|
2024
Q4 | $1.53M | Sell |
7,839
-844
| -10% | -$164K | ﹤0.01% | 614 |
|
|
2024
Q3 | $1.35M | Buy |
8,683
+129
| +2% | +$20K | ﹤0.01% | 633 |
|
|
2024
Q2 | $1.22M | Buy |
8,554
+58
| +0.7% | +$8.27K | ﹤0.01% | 621 |
|
|
2024
Q1 | $1.34M | Buy |
8,496
+48
| +0.6% | +$7.56K | ﹤0.01% | 607 |
|
|
2023
Q4 | $852K | Sell |
8,448
-82
| -1% | -$8.27K | ﹤0.01% | 669 |
|
|
2023
Q3 | $663K | Sell |
8,530
-3,834
| -31% | -$298K | ﹤0.01% | 691 |
|
|
2023
Q2 | $774K | Buy |
+12,364
| New | +$774K | ﹤0.01% | 631 |
|
|
2022
Q4 | – | Sell |
-40,790
| Closed | -$2.4M | – | 951 |
|
|
2022
Q3 | $2.4M | Buy |
+40,790
| New | +$2.4M | 0.01% | 456 |
|
|
2021
Q2 | – | Sell |
-36,796
| Closed | -$3.3M | – | 1074 |
|
|
2021
Q1 | $3.3M | Buy |
+36,796
| New | +$3.3M | 0.01% | 459 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$3K | – | 1742 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1830 |
|
|
2018
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1762 |
|