Carson Wealth (CWM LLC)’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
10,098
+8,361
| +481% | +$427K | ﹤0.01% | 1575 |
|
|
2025
Q1 | $56K | Sell |
1,737
-1,943
| -53% | -$62.6K | ﹤0.01% | 2890 |
|
|
2024
Q4 | $163K | Sell |
3,680
-1,301
| -26% | -$57.6K | ﹤0.01% | 1965 |
|
|
2024
Q3 | $280K | Buy |
4,981
+2,378
| +91% | +$134K | ﹤0.01% | 1583 |
|
|
2024
Q2 | $137K | Sell |
2,603
-13
| -0.5% | -$684 | ﹤0.01% | 1786 |
|
|
2024
Q1 | $178K | Sell |
2,616
-346
| -12% | -$23.5K | ﹤0.01% | 1568 |
|
|
2023
Q4 | $183K | Sell |
2,962
-333
| -10% | -$20.6K | ﹤0.01% | 1456 |
|
|
2023
Q3 | $200K | Buy |
3,295
+1,352
| +70% | +$82.1K | ﹤0.01% | 1313 |
|
|
2023
Q2 | $126K | Buy |
1,943
+286
| +17% | +$18.5K | ﹤0.01% | 1451 |
|
|
2023
Q1 | $57K | Sell |
1,657
-334
| -17% | -$11.5K | ﹤0.01% | 1789 |
|
|
2022
Q4 | $65K | Buy |
1,991
+1,006
| +102% | +$32.8K | ﹤0.01% | 1593 |
|
|
2022
Q3 | $32K | Sell |
985
-103
| -9% | -$3.35K | ﹤0.01% | 1921 |
|
|
2022
Q2 | $47K | Buy |
1,088
+708
| +186% | +$30.6K | ﹤0.01% | 1656 |
|
|
2022
Q1 | $42K | Buy |
380
+90
| +31% | +$9.95K | ﹤0.01% | 1681 |
|
|
2021
Q4 | $55K | Buy |
+290
| New | +$55K | ﹤0.01% | 1537 |
|
|
2021
Q2 | $78K | Hold |
247
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q1 | $78K | Hold |
247
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q4 | $78K | Hold |
247
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q3 | $78K | Hold |
247
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q2 | $78K | Hold |
247
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q1 | $78K | Hold |
247
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q4 | $78K | Hold |
247
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q3 | $78K | Hold |
247
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q2 | $78K | Hold |
247
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q1 | $78K | Buy |
+247
| New | +$78K | ﹤0.01% | 1221 |
|
|
2018
Q3 | – | Sell |
-99
| Closed | -$12K | – | 2007 |
|
|
2018
Q2 | $12K | Buy |
+99
| New | +$12K | ﹤0.01% | 959 |
|