Allworth Financial’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Buy |
222
+97
| +78% | +$4.96K | ﹤0.01% | 2823 |
|
|
2025
Q1 | $3.68K | Sell |
125
-452
| -78% | -$13.3K | ﹤0.01% | 2927 |
|
|
2024
Q4 | $27.6K | Sell |
577
-44
| -7% | -$2.1K | ﹤0.01% | 1897 |
|
|
2024
Q3 | $34.9K | Sell |
621
-28
| -4% | -$1.57K | ﹤0.01% | 1570 |
|
|
2024
Q2 | $33.3K | Buy |
649
+27
| +4% | +$1.39K | ﹤0.01% | 1571 |
|
|
2024
Q1 | $42.2K | Sell |
622
-16
| -3% | -$1.09K | ﹤0.01% | 1367 |
|
|
2023
Q4 | $39.4K | Buy |
638
+52
| +9% | +$3.21K | ﹤0.01% | 1289 |
|
|
2023
Q3 | $35.5K | Buy |
586
+69
| +13% | +$4.18K | ﹤0.01% | 1244 |
|
|
2023
Q2 | $33.6K | Buy |
517
+29
| +6% | +$1.89K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $16.8K | Buy |
488
+30
| +7% | +$1.03K | ﹤0.01% | 1562 |
|
|
2022
Q4 | $15.1K | Buy |
458
+439
| +2,311% | +$14.4K | ﹤0.01% | 1513 |
|
|
2022
Q3 | $1K | Buy |
19
+16
| +533% | +$842 | ﹤0.01% | 2537 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2854 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | -$2K | – | 1445 |
|
|
2020
Q3 | $2K | Sell |
7
-3
| -30% | -$857 | ﹤0.01% | 1034 |
|
|
2020
Q2 | $2K | Sell |
10
-34
| -77% | -$6.8K | ﹤0.01% | 1046 |
|
|
2020
Q1 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1094 |
|