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Annis Gardner Whiting Capital Advisors’s Wayfair W Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$295K Sell
5,760
-1,920
-25% -$98.2K 0.1% 172
2025
Q1 		$246K Hold
7,680
– – 0.1% 168
2024
Q4 		$340K Hold
7,680
– – 0.1% 165
2024
Q3 		$431K Hold
7,680
– – 0.12% 141
2024
Q2 		$405K Buy
+7,680
New +$405K 0.12% 155