HB Wealth Management’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,799
| Closed | -$250K | – | 1280 |
|
|
2025
Q1 | $250K | Sell |
7,799
-512
| -6% | -$16.4K | ﹤0.01% | 1020 |
|
|
2024
Q4 | $368K | Sell |
8,311
-28
| -0.3% | -$1.24K | ﹤0.01% | 731 |
|
|
2024
Q3 | $468K | Buy |
8,339
+278
| +3% | +$15.6K | 0.01% | 599 |
|
|
2024
Q2 | $425K | Buy |
8,061
+4
| +0% | +$211 | 0.01% | 583 |
|
|
2024
Q1 | $547K | Buy |
8,057
+47
| +0.6% | +$3.19K | 0.01% | 474 |
|
|
2023
Q4 | $494K | Sell |
8,010
-160
| -2% | -$9.87K | 0.01% | 468 |
|
|
2023
Q3 | $495K | Hold |
8,170
| – | – | 0.01% | 428 |
|
|
2023
Q2 | $531K | Buy |
8,170
+148
| +2% | +$9.62K | 0.01% | 401 |
|
|
2023
Q1 | $275K | Buy |
8,022
+27
| +0.3% | +$927 | ﹤0.01% | 559 |
|
|
2022
Q4 | $263K | Buy |
7,995
+889
| +13% | +$29.2K | ﹤0.01% | 553 |
|
|
2022
Q3 | $231K | Sell |
7,106
-9
| -0.1% | -$293 | ﹤0.01% | 506 |
|
|
2022
Q2 | $310K | Buy |
7,115
+29
| +0.4% | +$1.26K | 0.01% | 433 |
|
|
2022
Q1 | $785K | Buy |
7,086
+6
| +0.1% | +$665 | 0.01% | 291 |
|
|
2021
Q4 | $1.35M | Buy |
+7,080
| New | +$1.35M | 0.03% | 202 |
|