Creative Planning’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
17,924
+1,863
| +12% | +$95.3K | ﹤0.01% | 1937 |
|
|
2025
Q1 | $514K | Buy |
16,061
+3,344
| +26% | +$107K | ﹤0.01% | 2253 |
|
|
2024
Q4 | $564K | Sell |
12,717
-544
| -4% | -$24.1K | ﹤0.01% | 2109 |
|
|
2024
Q3 | $745K | Buy |
13,261
+272
| +2% | +$15.3K | ﹤0.01% | 1762 |
|
|
2024
Q2 | $685K | Buy |
12,989
+176
| +1% | +$9.28K | ﹤0.01% | 1689 |
|
|
2024
Q1 | $870K | Buy |
12,813
+102
| +0.8% | +$6.92K | ﹤0.01% | 1419 |
|
|
2023
Q4 | $784K | Sell |
12,711
-320
| -2% | -$19.7K | ﹤0.01% | 1380 |
|
|
2023
Q3 | $789K | Buy |
13,031
+132
| +1% | +$8K | ﹤0.01% | 1280 |
|
|
2023
Q2 | $839K | Sell |
12,899
-56
| -0.4% | -$3.64K | ﹤0.01% | 1220 |
|
|
2023
Q1 | $445K | Sell |
12,955
-463
| -3% | -$15.9K | ﹤0.01% | 1538 |
|
|
2022
Q4 | $441K | Buy |
+13,418
| New | +$441K | ﹤0.01% | 1492 |
|
|
2022
Q3 | – | Sell |
-10,911
| Closed | -$475K | – | 2336 |
|
|
2022
Q2 | $475K | Buy |
+10,911
| New | +$475K | ﹤0.01% | 1346 |
|
|
2021
Q4 | – | Sell |
-821
| Closed | -$210K | – | 2173 |
|
|
2021
Q3 | $210K | Sell |
821
-306
| -27% | -$78.3K | ﹤0.01% | 1830 |
|
|
2021
Q2 | $356K | Buy |
1,127
+429
| +61% | +$136K | ﹤0.01% | 1463 |
|
|
2021
Q1 | $220K | Sell |
698
-564
| -45% | -$178K | ﹤0.01% | 1991 |
|
|
2020
Q4 | $285K | Buy |
+1,262
| New | +$285K | ﹤0.01% | 1635 |
|
|
2020
Q3 | – | Sell |
-1,351
| Closed | -$267K | – | 2026 |
|
|
2020
Q2 | $267K | Buy |
+1,351
| New | +$267K | ﹤0.01% | 1362 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$23K | – | 3582 |
|
|
2017
Q2 | $23K | Hold |
300
| – | – | ﹤0.01% | 3068 |
|
|
2017
Q1 | $12K | Buy |
300
+100
| +50% | +$4K | ﹤0.01% | 3453 |
|
|
2016
Q4 | $7K | Sell |
200
-46
| -19% | -$1.61K | ﹤0.01% | 3718 |
|
|
2016
Q3 | $10K | Buy |
246
+46
| +23% | +$1.87K | ﹤0.01% | 3476 |
|
|
2016
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 3349 |
|
|
2016
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 3267 |
|
|
2015
Q4 | $10K | Sell |
200
-400
| -67% | -$20K | ﹤0.01% | 3270 |
|
|
2015
Q3 | $21K | Buy |
+600
| New | +$21K | ﹤0.01% | 2683 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$10K | – | 2863 |
|
|
2015
Q1 | $10K | Sell |
300
-300
| -50% | -$10K | ﹤0.01% | 3152 |
|
|
2014
Q4 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 2984 |
|