Mackenzie Financial’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 | $2.57M | Buy |
15,734
+417
| +3% | +$68.1K | ﹤0.01% | 733 |
|
|
2025
Q1 | $2.42M | Buy |
15,317
+4,332
| +39% | +$685K | ﹤0.01% | 730 |
|
|
2024
Q4 | $2.03M | Buy |
10,985
+4,457
| +68% | +$825K | ﹤0.01% | 765 |
|
|
2024
Q3 | $1.01M | Sell |
6,528
-38
| -0.6% | -$5.89K | ﹤0.01% | 863 |
|
|
2024
Q2 | $927K | Buy |
+6,566
| New | +$927K | ﹤0.01% | 873 |
|
|
2017
Q2 | – | Sell |
-19,504
| Closed | -$523K | – | 675 |
|
|
2017
Q1 | $523K | Buy |
+19,504
| New | +$523K | ﹤0.01% | 520 |
|