Clearstead Advisors’s Warby Parker WRBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26K | Buy |
103
+2
| +2% | +$44 | ﹤0.01% | 2291 |
|
|
2025
Q1 | $1.84K | Sell |
101
-70
| -41% | -$1.28K | ﹤0.01% | 1912 |
|
|
2024
Q4 | $4.14K | Buy |
+171
| New | +$4.14K | ﹤0.01% | 1747 |
|
|
2024
Q3 | – | Sell |
-90
| Closed | -$1.45K | – | 2119 |
|
|
2024
Q2 | $1.45K | Hold |
90
| – | – | ﹤0.01% | 1856 |
|
|
2024
Q1 | $1.4K | Hold |
90
| – | – | ﹤0.01% | 1364 |
|
|
2023
Q4 | $1.27K | Sell |
90
-90
| -50% | -$1.27K | ﹤0.01% | 1366 |
|
|
2023
Q3 | $2.37K | Buy |
180
+90
| +100% | +$1.19K | ﹤0.01% | 1380 |
|
|
2023
Q2 | $1.05K | Hold |
90
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q1 | $954 | Buy |
+90
| New | +$954 | ﹤0.01% | 1249 |
|