Badgley Phelps Wealth Managers’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
11,472
-25,333
| -69% | -$742K | 0.01% | 248 |
|
|
2025
Q1 | $1.05M | Buy |
36,805
+5
| +0% | +$143 | 0.03% | 173 |
|
|
2024
Q4 | $1.19M | Buy |
36,800
+25,342
| +221% | +$817K | 0.03% | 168 |
|
|
2024
Q3 | $399K | Buy |
11,458
+556
| +5% | +$19.4K | 0.01% | 226 |
|
|
2024
Q2 | $312K | Hold |
10,902
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $316K | Sell |
10,902
-16,400
| -60% | -$476K | 0.01% | 215 |
|
|
2023
Q4 | $900K | Buy |
27,302
+256
| +0.9% | +$8.44K | 0.02% | 165 |
|
|
2023
Q3 | $693K | Buy |
27,046
+16,646
| +160% | +$426K | 0.02% | 158 |
|
|
2023
Q2 | $276K | Buy |
+10,400
| New | +$276K | 0.01% | 209 |
|