CAPTRUST Financial Advisors’s WIX.com WIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4M | Buy |
431,721
+104,120
| +32% | +$16.5M | 0.15% | 126 |
|
|
2025
Q1 | $53.5M | Buy |
327,601
+48,007
| +17% | +$7.84M | 0.13% | 148 |
|
|
2024
Q4 | $60M | Buy |
279,594
+41,129
| +17% | +$8.82M | 0.17% | 118 |
|
|
2024
Q3 | $39.9M | Buy |
238,465
+201,532
| +546% | +$33.7M | 0.12% | 152 |
|
|
2024
Q2 | $5.87M | Buy |
+36,933
| New | +$5.87M | 0.02% | 474 |
|
|
2022
Q3 | – | Sell |
-464
| Closed | -$30K | – | 4066 |
|
|
2022
Q2 | $30K | Sell |
464
-217
| -32% | -$14K | ﹤0.01% | 3136 |
|
|
2022
Q1 | $71K | Buy |
681
+329
| +93% | +$34.3K | ﹤0.01% | 2527 |
|
|
2021
Q4 | $56K | Sell |
352
-177
| -33% | -$28.2K | ﹤0.01% | 2585 |
|
|
2021
Q3 | $104K | Sell |
529
-528
| -50% | -$104K | ﹤0.01% | 2045 |
|
|
2021
Q2 | $307K | Sell |
1,057
-486
| -31% | -$141K | ﹤0.01% | 1261 |
|
|
2021
Q1 | $431K | Buy |
1,543
+422
| +38% | +$118K | ﹤0.01% | 1024 |
|
|
2020
Q4 | $280K | Buy |
1,121
+237
| +27% | +$59.2K | ﹤0.01% | 1059 |
|
|
2020
Q3 | $238K | Buy |
884
+450
| +104% | +$121K | ﹤0.01% | 962 |
|
|
2020
Q2 | $115K | Buy |
+434
| New | +$115K | ﹤0.01% | 1288 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$23K | – | 1817 |
|
|
2019
Q3 | $23K | Hold |
200
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q2 | $28K | Buy |
+200
| New | +$28K | ﹤0.01% | 1172 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$7K | – | 1685 |
|
|
2018
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 1307 |
|
|
2018
Q2 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 1310 |
|