Thrive Capital Management (Pennsylvania)’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 | $1.94M | Buy |
11,886
+8,831
| +289% | +$1.44M | 0.61% | 70 |
|
|
2025
Q1 | $483K | Buy |
+3,055
| New | +$483K | 0.29% | 82 |
|
|
2024
Q4 | – | Sell |
-3,702
| Closed | -$574K | – | 177 |
|
|
2024
Q3 | $574K | Buy |
3,702
+70
| +2% | +$10.8K | 0.27% | 108 |
|
|
2024
Q2 | $513K | Buy |
3,632
+1,678
| +86% | +$237K | 0.23% | 118 |
|
|
2024
Q1 | $310K | Buy |
+1,954
| New | +$310K | 0.17% | 77 |
|