CarsonAllaria Wealth 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 | – | Sell |
-60
| Closed | -$1.92K | – | 377 |
|
|
2025
Q1 | $1.92K | Hold |
60
| – | – | ﹤0.01% | 325 |
|
|
2024
Q4 | $2.66K | Hold |
60
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $3.37K | Hold |
60
| – | – | ﹤0.01% | 322 |
|
|
2024
Q2 | $3.16K | Hold |
60
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $4.07K | Hold |
60
| – | – | ﹤0.01% | 301 |
|
|
2023
Q4 | $3.7K | Sell |
60
-30
| -33% | -$1.85K | ﹤0.01% | 271 |
|
|
2023
Q3 | $5.45K | Hold |
90
| – | – | ﹤0.01% | 253 |
|
|
2023
Q2 | $5.85K | Buy |
90
+30
| +50% | +$1.95K | ﹤0.01% | 256 |
|
|
2023
Q1 | $2.06K | Buy |
60
+25
| +71% | +$858 | ﹤0.01% | 298 |
|
|
2022
Q4 | $1K | Sell |
35
-293
| -89% | -$8.37K | ﹤0.01% | 334 |
|
|
2022
Q3 | $11K | Buy |
328
+4
| +1% | +$134 | 0.01% | 184 |
|
|
2022
Q2 | $14K | Buy |
324
+58
| +22% | +$2.51K | 0.01% | 170 |
|
|
2022
Q1 | $29K | Hold |
266
| – | – | 0.03% | 140 |
|
|
2021
Q4 | $51K | Buy |
+266
| New | +$51K | 0.05% | 114 |
|