Patriot Financial Group Insurance Agency’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $305K | Sell |
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|
2025
Q2 | $452K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $29K | Sell |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $18K | Hold |
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|
2019
Q3 | $22K | Buy |
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