Creative Planning’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $564K | Sell |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q2 | $685K | Buy |
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|
2024
Q1 | $870K | Buy |
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|
2023
Q4 | $784K | Sell |
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|
2023
Q3 | $789K | Buy |
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|
2023
Q2 | $839K | Sell |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $475K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $356K | Buy |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $267K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $12K | Buy |
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|
2016
Q4 | $7K | Sell |
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|
2016
Q3 | $10K | Buy |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $9K | Hold |
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|
2015
Q4 | $10K | Sell |
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|
2015
Q3 | $21K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Sell |
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|
2014
Q4 | $12K | Buy |
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