Steward Partners Investment Advisory’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
160,521
+160,263
| +62,117% | +$13.4M | 0.07% | 248 |
|
|
2025
Q4 | $26.8K | Sell |
258
-143,449
| -100% | -$17.3M | ﹤0.01% | 3009 |
|
|
2025
Q3 | $25.5M | Buy |
143,707
+143,595
| +128,210% | +$21.6M | 0.15% | 127 |
|
|
2025
Q2 | $17.7K | Sell |
112
-100
| -47% | -$16.1K | ﹤0.01% | 2973 |
|
|
2025
Q1 | $34.6K | Hold |
212
| – | – | ﹤0.01% | 2560 |
|
|
2024
Q4 | $45.5K | Sell |
212
-42
| -17% | -$8.03K | ﹤0.01% | 2388 |
|
|
2024
Q3 | $42.5K | Buy |
254
+6
| +2% | +$965 | ﹤0.01% | 2312 |
|
|
2024
Q2 | $39.4K | Buy |
248
+2
| +0.8% | +$287 | ﹤0.01% | 2216 |
|
|
2024
Q1 | $33.8K | Sell |
246
-3
| -1% | -$395 | ﹤0.01% | 2291 |
|
|
2023
Q4 | $30.6K | Sell |
249
-12
| -5% | -$1.16K | ﹤0.01% | 2185 |
|
|
2023
Q3 | $24K | Hold |
261
| – | – | ﹤0.01% | 2221 |
|
|
2023
Q2 | $20.4K | Hold |
261
| – | – | ﹤0.01% | 2281 |
|
|
2023
Q1 | $26K | Hold |
261
| – | – | ﹤0.01% | 2140 |
|
|
2022
Q4 | $20.1K | Sell |
261
-104
| -28% | -$8.4K | ﹤0.01% | 2231 |
|
|
2022
Q3 | $29K | Sell |
365
-67
| -16% | -$4.62K | ﹤0.01% | 2048 |
|
|
2022
Q2 | $28K | Sell |
432
-208
| -33% | -$15.2K | ﹤0.01% | 2086 |
|
|
2022
Q1 | $67K | Buy |
640
+328
| +105% | +$35.8K | ﹤0.01% | 1773 |
|
|
2021
Q4 | $49K | Sell |
312
-473
| -60% | -$82K | ﹤0.01% | 1927 |
|
|
2021
Q3 | $154K | Buy |
785
+150
| +24% | +$37.2K | ﹤0.01% | 1379 |
|
|
2021
Q2 | $184K | Sell |
635
-446
| -41% | -$125K | ﹤0.01% | 1603 |
|
|
2021
Q1 | $302K | Sell |
1,081
-440
| -29% | -$126K | 0.01% | 1094 |
|
|
2020
Q4 | $380K | Buy |
1,521
+175
| +13% | +$46.1K | 0.01% | 835 |
|
|
2020
Q3 | $343K | Buy |
1,346
+1,320
| +5,077% | +$364K | 0.01% | 772 |
|
|
2020
Q2 | $7K | Hold |
26
| – | – | ﹤0.01% | 2186 |
|
|
2020
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 2328 |
|
|
2019
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 2383 |
|
|
2019
Q3 | $3K | Buy |
+26
| New | +$3.62K | ﹤0.01% | 2380 |
|
|
2018
Q4 | – | Sell |
-62
| Closed | -$7K | – | 2165 |
|
|
2018
Q3 | $7K | Hold |
62
| – | – | ﹤0.01% | 2035 |
|
|
2018
Q2 | $6K | Sell |
62
-100
| -62% | -$8.91K | ﹤0.01% | 1949 |
|
|
2018
Q1 | $12K | Buy |
+162
| New | +$11.4K | ﹤0.01% | 1529 |
|
Other funds holding WIX
SM
AC
DCP
