Steward Partners Investment Advisory’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Sell |
495
-75
| -13% | -$3.84K | ﹤0.01% | 2803 |
|
|
2025
Q1 | $18.3K | Buy |
570
+25
| +5% | +$801 | ﹤0.01% | 2852 |
|
|
2024
Q4 | $24.2K | Buy |
545
+75
| +16% | +$3.32K | ﹤0.01% | 2692 |
|
|
2024
Q3 | $26.4K | Hold |
470
| – | – | ﹤0.01% | 2537 |
|
|
2024
Q2 | $24.8K | Sell |
470
-25
| -5% | -$1.32K | ﹤0.01% | 2427 |
|
|
2024
Q1 | $33.6K | Buy |
495
+170
| +52% | +$11.5K | ﹤0.01% | 2295 |
|
|
2023
Q4 | $20.1K | Sell |
325
-75
| -19% | -$4.63K | ﹤0.01% | 2409 |
|
|
2023
Q3 | $24.2K | Hold |
400
| – | – | ﹤0.01% | 2216 |
|
|
2023
Q2 | $26K | Hold |
400
| – | – | ﹤0.01% | 2167 |
|
|
2023
Q1 | $13.7K | Sell |
400
-86
| -18% | -$2.95K | ﹤0.01% | 2421 |
|
|
2022
Q4 | $16K | Buy |
486
+25
| +5% | +$822 | ﹤0.01% | 2351 |
|
|
2022
Q3 | $15K | Sell |
461
-77
| -14% | -$2.51K | ﹤0.01% | 2363 |
|
|
2022
Q2 | $23K | Buy |
538
+336
| +166% | +$14.4K | ﹤0.01% | 2171 |
|
|
2022
Q1 | $22K | Sell |
202
-50
| -20% | -$5.45K | ﹤0.01% | 2324 |
|
|
2021
Q4 | $48K | Buy |
252
+175
| +227% | +$33.3K | ﹤0.01% | 1939 |
|
|
2021
Q3 | $20K | Hold |
77
| – | – | ﹤0.01% | 2334 |
|
|
2021
Q2 | $24K | Buy |
+77
| New | +$24K | ﹤0.01% | 4869 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | -$1K | – | 3508 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 2825 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$20K | – | 2862 |
|
|
2020
Q2 | $20K | Sell |
100
-586
| -85% | -$117K | ﹤0.01% | 1784 |
|
|
2020
Q1 | $36K | Sell |
686
-79
| -10% | -$4.15K | ﹤0.01% | 1388 |
|
|
2019
Q4 | $69K | Sell |
765
-170
| -18% | -$15.3K | ﹤0.01% | 1271 |
|
|
2019
Q3 | $104K | Sell |
935
-20
| -2% | -$2.23K | ﹤0.01% | 1075 |
|
|
2019
Q2 | $139K | Buy |
+955
| New | +$139K | 0.01% | 927 |
|
|
2018
Q4 | – | Sell |
-1,045
| Closed | -$154K | – | 2146 |
|
|
2018
Q3 | $154K | Sell |
1,045
-525
| -33% | -$77.4K | 0.01% | 794 |
|
|
2018
Q2 | $186K | Buy |
1,570
+140
| +10% | +$16.6K | 0.01% | 667 |
|
|
2018
Q1 | $96K | Buy |
+1,430
| New | +$96K | 0.01% | 790 |
|