Venturi 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
Q1 | – | Sell |
-1,005
| Closed | -$44.5K | – | 1827 |
|
|
2024
Q4 | $44.5K | Buy |
+1,005
| New | +$44.5K | ﹤0.01% | 1056 |
|
|
2024
Q3 | – | Sell |
-44
| Closed | -$2.32K | – | 1838 |
|
|
2024
Q2 | $2.32K | Buy |
44
+28
| +175% | +$1.48K | ﹤0.01% | 1347 |
|
|
2024
Q1 | $1.09K | Sell |
16
-140
| -90% | -$9.51K | ﹤0.01% | 1342 |
|
|
2023
Q4 | $9.63K | Buy |
156
+77
| +97% | +$4.75K | ﹤0.01% | 881 |
|
|
2023
Q3 | $4.79K | Buy |
+79
| New | +$4.79K | ﹤0.01% | 993 |
|