Whittier Trust’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
1,529
+19
| +1% | +$3.01K | ﹤0.01% | 618 |
|
|
2025
Q1 | $247K | Hold |
1,510
| – | – | ﹤0.01% | 613 |
|
|
2024
Q4 | $324K | Sell |
1,510
-4
| -0.3% | -$858 | ﹤0.01% | 572 |
|
|
2024
Q3 | $253K | Hold |
1,514
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $241K | Buy |
1,514
+34
| +2% | +$5.41K | ﹤0.01% | 619 |
|
|
2024
Q1 | $203K | Hold |
1,480
| – | – | ﹤0.01% | 645 |
|
|
2023
Q4 | $182K | Sell |
1,480
-5
| -0.3% | -$615 | ﹤0.01% | 658 |
|
|
2023
Q3 | $136K | Buy |
1,485
+5
| +0.3% | +$459 | ﹤0.01% | 699 |
|
|
2023
Q2 | $116K | Hold |
1,480
| – | – | ﹤0.01% | 751 |
|
|
2023
Q1 | $148K | Hold |
1,480
| – | – | ﹤0.01% | 716 |
|
|
2022
Q4 | $114K | Buy |
1,480
+381
| +35% | +$29.3K | ﹤0.01% | 778 |
|
|
2022
Q3 | $86K | Hold |
1,099
| – | – | ﹤0.01% | 836 |
|
|
2022
Q2 | $72K | Buy |
1,099
+1,089
| +10,890% | +$71.3K | ﹤0.01% | 883 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1681 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1524 |
|
|
2021
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1436 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 1522 |
|
|
2020
Q1 | $0 | Sell |
4
-20
| -83% | – | ﹤0.01% | 1597 |
|
|
2019
Q4 | $3K | Buy |
24
+4
| +20% | +$500 | ﹤0.01% | 1328 |
|
|
2019
Q3 | $2K | Buy |
20
+5
| +33% | +$500 | ﹤0.01% | 1402 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1233 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1188 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1295 |
|
|
2017
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1261 |
|