Corient Private Wealth’s Wayfair W Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
4,944
-1,946
-28% -$99.8K ﹤0.01% 2181
2025
Q1
$221K Sell
6,890
-3,997
-37% -$128K ﹤0.01% 2008
2024
Q4
$483K Sell
10,887
-4,264
-28% -$189K ﹤0.01% 1638
2024
Q3
$851K Sell
15,151
-10,927
-42% -$614K ﹤0.01% 1459
2024
Q2
$1.38M Buy
26,078
+833
+3% +$43.9K ﹤0.01% 1194
2024
Q1
$1.71M Buy
25,245
+1,931
+8% +$131K ﹤0.01% 1092
2023
Q4
$1.44M Buy
23,314
+5,334
+30% +$329K ﹤0.01% 1143
2023
Q3
$1.09M Sell
17,980
-1,405
-7% -$85.1K ﹤0.01% 1158
2023
Q2
$1.26M Buy
19,385
+4,694
+32% +$305K ﹤0.01% 1068
2023
Q1
$504K Buy
+14,691
New +$504K ﹤0.01% 1371