CPC
Consolidated Planning Corp’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
12,764
+1,670
| +15% | +$273K | 0.26% | 86 |
|
|
2025
Q1 | $1.75M | Buy |
11,094
+1,065
| +11% | +$168K | 0.24% | 86 |
|
|
2024
Q4 | $1.86M | Buy |
10,029
+6,110
| +156% | +$1.13M | 0.25% | 77 |
|
|
2024
Q3 | $607K | Buy |
3,919
+2,356
| +151% | +$365K | 0.09% | 117 |
|
|
2024
Q2 | $441K | Buy |
1,563
+420
| +37% | +$119K | 0.07% | 118 |
|
|
2024
Q1 | $363K | Buy |
+1,143
| New | +$363K | 0.06% | 120 |
|
|
2021
Q4 | – | Sell |
-13
| Closed | -$2K | – | 462 |
|
|
2021
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 421 |
|