CIBC World Markets’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 | $4.37M | Sell |
26,758
-606
| -2% | -$99K | 0.03% | 361 |
|
|
2025
Q1 | $4.33M | Buy |
27,364
+21,647
| +379% | +$3.42M | 0.03% | 329 |
|
|
2024
Q4 | $1.06M | Sell |
5,717
-1,778
| -24% | -$329K | 0.01% | 604 |
|
|
2024
Q3 | $1.16M | Buy |
7,495
+913
| +14% | +$141K | 0.01% | 596 |
|
|
2024
Q2 | $929K | Buy |
6,582
+1,592
| +32% | +$225K | 0.01% | 594 |
|
|
2024
Q1 | $792K | Buy |
+4,990
| New | +$792K | 0.01% | 671 |
|
|
2021
Q2 | – | Sell |
-16,448
| Closed | -$1.47M | – | 938 |
|
|
2021
Q1 | $1.47M | Buy |
+16,448
| New | +$1.47M | 0.01% | 475 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 724 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 619 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 626 |
|