Algert Global’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Hold |
13,888
| – | – | 0.01% | 973 |
|
|
2025
Q1 | $397K | Hold |
13,888
| – | – | 0.01% | 957 |
|
|
2024
Q4 | $448K | Buy |
+13,888
| New | +$448K | 0.01% | 931 |
|
|
2024
Q3 | – | Sell |
-7,002
| Closed | -$200K | – | 1609 |
|
|
2024
Q2 | $200K | Buy |
+7,002
| New | +$200K | 0.01% | 1282 |
|
|
2023
Q2 | – | Sell |
-69,601
| Closed | -$2.1M | – | 1284 |
|
|
2023
Q1 | $2.1M | Sell |
69,601
-65,571
| -49% | -$1.97M | 0.1% | 329 |
|
|
2022
Q4 | $4.54M | Buy |
135,172
+15,760
| +13% | +$529K | 0.25% | 94 |
|
|
2022
Q3 | $3.58M | Buy |
119,412
+66,297
| +125% | +$1.99M | 0.22% | 109 |
|
|
2022
Q2 | $1.6M | Buy |
53,115
+32,597
| +159% | +$979K | 0.12% | 270 |
|
|
2022
Q1 | $673K | Buy |
20,518
+8,487
| +71% | +$278K | 0.04% | 702 |
|
|
2021
Q4 | $402K | Buy |
12,031
+4,570
| +61% | +$153K | 0.05% | 619 |
|
|
2021
Q3 | $256K | Buy |
+7,461
| New | +$256K | 0.03% | 818 |
|