Pathstone Holdings’s Wayfair W Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,022
Closed -$223K 2360
2024
Q4
$223K Buy
5,022
+401
+9% +$17.8K ﹤0.01% 2119
2024
Q3
$260K Sell
4,621
-131
-3% -$7.36K ﹤0.01% 2037
2024
Q2
$251K Buy
4,752
+238
+5% +$12.6K ﹤0.01% 2029
2024
Q1
$306K Buy
+4,514
New +$306K ﹤0.01% 1932