Creative Planning’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.02M | Buy |
33,575
+19,980
| +147% | +$1.67M | ﹤0.01% | 1568 |
|
|
2025
Q4 | $1.41M | Buy |
13,595
+4,463
| +49% | +$540K | ﹤0.01% | 2002 |
|
|
2025
Q3 | $1.62M | Buy |
9,132
+612
| +7% | +$92.1K | ﹤0.01% | 1711 |
|
|
2025
Q2 | $1.35M | Sell |
8,520
-2,737
| -24% | -$441K | ﹤0.01% | 1618 |
|
|
2025
Q1 | $1.84M | Buy |
11,257
+1,079
| +11% | +$224K | ﹤0.01% | 1228 |
|
|
2024
Q4 | $2.18M | Buy |
10,178
+868
| +9% | +$166K | ﹤0.01% | 1081 |
|
|
2024
Q3 | $1.56M | Buy |
9,310
+1,269
| +16% | +$204K | ﹤0.01% | 1217 |
|
|
2024
Q2 | $1.28M | Buy |
8,041
+2,907
| +57% | +$418K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $706K | Buy |
5,134
+1,136
| +28% | +$149K | ﹤0.01% | 1590 |
|
|
2023
Q4 | $492K | Buy |
3,998
+444
| +12% | +$42.8K | ﹤0.01% | 1727 |
|
|
2023
Q3 | $326K | Buy |
3,554
+544
| +18% | +$48.6K | ﹤0.01% | 1863 |
|
|
2023
Q2 | $236K | Sell |
3,010
-136
| -4% | -$11.2K | ﹤0.01% | 2095 |
|
|
2023
Q1 | $314K | Sell |
3,146
-250
| -7% | -$22K | ﹤0.01% | 1789 |
|
|
2022
Q4 | $261K | Buy |
3,396
+94
| +3% | +$7.59K | ﹤0.01% | 1816 |
|
|
2022
Q3 | $258K | Buy |
+3,302
| New | +$228K | ﹤0.01% | 1746 |
|
|
2021
Q3 | – | Sell |
-734
| Closed | -$213K | – | 2231 |
|
|
2021
Q2 | $213K | Sell |
734
-1,555
| -68% | -$436K | ﹤0.01% | 1776 |
|
|
2021
Q1 | $639K | Sell |
2,289
-392
| -15% | -$112K | ﹤0.01% | 1270 |
|
|
2020
Q4 | $670K | Sell |
2,681
-603
| -18% | -$159K | ﹤0.01% | 1152 |
|
|
2020
Q3 | $837K | Buy |
3,284
+1,386
| +73% | +$382K | ﹤0.01% | 879 |
|
|
2020
Q2 | $486K | Buy |
+1,898
| New | +$337K | ﹤0.01% | 1050 |
|
|
2017
Q3 | – | Sell |
-710
| Closed | -$49K | – | 3712 |
|
|
2017
Q2 | $49K | Buy |
710
+10
| +1% | +$747 | ﹤0.01% | 2528 |
|
|
2017
Q1 | $48K | Hold |
700
| – | – | ﹤0.01% | 2511 |
|
|
2016
Q4 | $31K | Buy |
700
+200
| +40% | +$9.02K | ﹤0.01% | 2770 |
|
|
2016
Q3 | $22K | Buy |
500
+300
| +150% | +$11.4K | ﹤0.01% | 3010 |
|
|
2016
Q2 | $6K | Buy |
+200
| New | +$5.11K | ﹤0.01% | 3564 |
|
Other funds holding WIX
SM
AC
DCP
