Creative Planning’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
8,520
-2,737
| -24% | -$434K | ﹤0.01% | 1613 |
|
|
2025
Q1 | $1.84M | Buy |
11,257
+1,079
| +11% | +$176K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $2.18M | Buy |
10,178
+868
| +9% | +$186K | ﹤0.01% | 1078 |
|
|
2024
Q3 | $1.56M | Buy |
9,310
+1,269
| +16% | +$212K | ﹤0.01% | 1217 |
|
|
2024
Q2 | $1.28M | Buy |
8,041
+2,907
| +57% | +$462K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $706K | Buy |
5,134
+1,136
| +28% | +$156K | ﹤0.01% | 1585 |
|
|
2023
Q4 | $492K | Buy |
3,998
+444
| +12% | +$54.6K | ﹤0.01% | 1723 |
|
|
2023
Q3 | $326K | Buy |
3,554
+544
| +18% | +$49.9K | ﹤0.01% | 1858 |
|
|
2023
Q2 | $236K | Sell |
3,010
-136
| -4% | -$10.6K | ﹤0.01% | 2085 |
|
|
2023
Q1 | $314K | Sell |
3,146
-250
| -7% | -$24.9K | ﹤0.01% | 1783 |
|
|
2022
Q4 | $261K | Buy |
3,396
+94
| +3% | +$7.22K | ﹤0.01% | 1809 |
|
|
2022
Q3 | $258K | Buy |
+3,302
| New | +$258K | ﹤0.01% | 1735 |
|
|
2021
Q3 | – | Sell |
-734
| Closed | -$213K | – | 2140 |
|
|
2021
Q2 | $213K | Sell |
734
-1,555
| -68% | -$451K | ﹤0.01% | 1767 |
|
|
2021
Q1 | $639K | Sell |
2,289
-392
| -15% | -$109K | ﹤0.01% | 1250 |
|
|
2020
Q4 | $670K | Sell |
2,681
-603
| -18% | -$151K | ﹤0.01% | 1136 |
|
|
2020
Q3 | $837K | Buy |
3,284
+1,386
| +73% | +$353K | ﹤0.01% | 869 |
|
|
2020
Q2 | $486K | Buy |
+1,898
| New | +$486K | ﹤0.01% | 1039 |
|
|
2017
Q3 | – | Sell |
-710
| Closed | -$49K | – | 3602 |
|
|
2017
Q2 | $49K | Buy |
710
+10
| +1% | +$690 | ﹤0.01% | 2511 |
|
|
2017
Q1 | $48K | Hold |
700
| – | – | ﹤0.01% | 2491 |
|
|
2016
Q4 | $31K | Buy |
700
+200
| +40% | +$8.86K | ﹤0.01% | 2740 |
|
|
2016
Q3 | $22K | Buy |
500
+300
| +150% | +$13.2K | ﹤0.01% | 2979 |
|
|
2016
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 3496 |
|