Cerity Partners’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Buy |
+8,824
| New | +$451K | ﹤0.01% | 1917 |
|
|
2025
Q1 | – | Sell |
-16,367
| Closed | -$797K | – | 2632 |
|
|
2024
Q4 | $797K | Sell |
16,367
-2,670
| -14% | -$130K | ﹤0.01% | 1524 |
|
|
2024
Q3 | $1.07M | Buy |
+19,037
| New | +$1.07M | ﹤0.01% | 1362 |
|
|
2024
Q2 | – | Sell |
-9,102
| Closed | -$618K | – | 2417 |
|
|
2024
Q1 | $618K | Buy |
+9,102
| New | +$618K | ﹤0.01% | 1495 |
|
|
2022
Q1 | – | Sell |
-1,614
| Closed | -$309K | – | 1121 |
|
|
2021
Q4 | $309K | Buy |
+1,614
| New | +$309K | ﹤0.01% | 758 |
|