Bares Capital Management’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.6M | Sell |
736,012
-59,049
| -7% | -$3.02M | 3.65% | 9 |
|
|
2025
Q1 | $25.5M | Sell |
795,061
-173,288
| -18% | -$5.55M | 2.99% | 8 |
|
|
2024
Q4 | $42.9M | Sell |
968,349
-15,173
| -2% | -$672K | 3.86% | 8 |
|
|
2024
Q3 | $55.3M | Sell |
983,522
-422,060
| -30% | -$23.7M | 5.03% | 7 |
|
|
2024
Q2 | $74.1M | Sell |
1,405,582
-430,500
| -23% | -$22.7M | 3.56% | 8 |
|
|
2024
Q1 | $125M | Sell |
1,836,082
-388,825
| -17% | -$26.4M | 4.95% | 8 |
|
|
2023
Q4 | $137M | Sell |
2,224,907
-35,879
| -2% | -$2.21M | 5.39% | 8 |
|
|
2023
Q3 | $137M | Sell |
2,260,786
-7,949
| -0.4% | -$481K | 5.85% | 8 |
|
|
2023
Q2 | $147M | Sell |
2,268,735
-200
| -0% | -$13K | 5.1% | 9 |
|
|
2023
Q1 | $77.9M | Sell |
2,268,935
-187,764
| -8% | -$6.45M | 2.76% | 11 |
|
|
2022
Q4 | $80.8M | Sell |
2,456,699
-400,000
| -14% | -$13.2M | 3.08% | 11 |
|
|
2022
Q3 | $93M | Sell |
2,856,699
-2,057,420
| -42% | -$67M | 3.63% | 11 |
|
|
2022
Q2 | $214M | Buy |
4,914,119
+362,256
| +8% | +$15.8M | 7.83% | 4 |
|
|
2022
Q1 | $504M | Buy |
4,551,863
+1,649,230
| +57% | +$183M | 11.73% | 3 |
|
|
2021
Q4 | $551M | Buy |
2,902,633
+179,344
| +7% | +$34.1M | 11.02% | 3 |
|
|
2021
Q3 | $696M | Buy |
2,723,289
+202,667
| +8% | +$51.8M | 12.48% | 2 |
|
|
2021
Q2 | $796M | Sell |
2,520,622
-67,326
| -3% | -$21.3M | 14.15% | 2 |
|
|
2021
Q1 | $815M | Buy |
2,587,948
+1,724
| +0.1% | +$543K | 15.23% | 2 |
|
|
2020
Q4 | $584M | Buy |
2,586,224
+9,278
| +0.4% | +$2.1M | 10.8% | 4 |
|
|
2020
Q3 | $750M | Sell |
2,576,946
-413,096
| -14% | -$120M | 15.83% | 2 |
|
|
2020
Q2 | $591M | Sell |
2,990,042
-1,768,933
| -37% | -$350M | 14.58% | 2 |
|
|
2020
Q1 | $254M | Buy |
4,758,975
+345,873
| +8% | +$18.5M | 9.17% | 6 |
|
|
2019
Q4 | $399M | Buy |
4,413,102
+2,011,660
| +84% | +$182M | 11.18% | 2 |
|
|
2019
Q3 | $269M | Buy |
2,401,442
+738,116
| +44% | +$82.8M | 8.08% | 5 |
|
|
2019
Q2 | $243M | Buy |
1,663,326
+70,137
| +4% | +$10.2M | 6.65% | 7 |
|
|
2019
Q1 | $237M | Buy |
+1,593,189
| New | +$237M | 6.65% | 7 |
|