Bank of Montreal’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
13,044
-962
| -7% | -$28.2K | ﹤0.01% | 2168 |
|
|
2025
Q1 | $400K | Buy |
14,006
+4,098
| +41% | +$117K | ﹤0.01% | 2088 |
|
|
2024
Q4 | $319K | Buy |
9,908
+1,192
| +14% | +$38.4K | ﹤0.01% | 2223 |
|
|
2024
Q3 | $300K | Buy |
8,716
+1,650
| +23% | +$56.8K | ﹤0.01% | 2473 |
|
|
2024
Q2 | $202K | Sell |
7,066
-2,745
| -28% | -$78.6K | ﹤0.01% | 2720 |
|
|
2024
Q1 | $286K | Buy |
9,811
+3,454
| +54% | +$101K | ﹤0.01% | 2524 |
|
|
2023
Q4 | $213K | Buy |
+6,357
| New | +$213K | ﹤0.01% | 2696 |
|
|
2023
Q3 | – | Sell |
-7,191
| Closed | -$214K | – | 3718 |
|
|
2023
Q2 | $214K | Sell |
7,191
-2,068
| -22% | -$61.5K | ﹤0.01% | 2814 |
|
|
2023
Q1 | $286K | Buy |
9,259
+396
| +4% | +$12.2K | ﹤0.01% | 2558 |
|
|
2022
Q4 | $302K | Buy |
+8,863
| New | +$302K | ﹤0.01% | 2513 |
|
|
2022
Q3 | – | Sell |
-11,797
| Closed | -$367 | – | 3793 |
|
|
2022
Q2 | $367 | Sell |
11,797
-1,532
| -11% | -$48 | ﹤0.01% | 2495 |
|
|
2022
Q1 | $455K | Buy |
13,329
+7,274
| +120% | +$248K | ﹤0.01% | 2475 |
|
|
2021
Q4 | $204K | Sell |
6,055
-398,681
| -99% | -$13.4M | ﹤0.01% | 2885 |
|
|
2021
Q3 | $14.1M | Sell |
404,736
-16,787
| -4% | -$584K | 0.01% | 1018 |
|
|
2021
Q2 | $13.5M | Buy |
421,523
+138,252
| +49% | +$4.42M | 0.01% | 1047 |
|
|
2021
Q1 | $8.74M | Buy |
283,271
+33,962
| +14% | +$1.05M | 0.01% | 972 |
|
|
2020
Q4 | $7.1M | Buy |
249,309
+241,033
| +2,912% | +$6.86M | ﹤0.01% | 1042 |
|
|
2020
Q3 | $185K | Sell |
8,276
-3,121
| -27% | -$69.8K | ﹤0.01% | 2408 |
|
|
2020
Q2 | $267K | Buy |
11,397
+9,387
| +467% | +$220K | ﹤0.01% | 2246 |
|
|
2020
Q1 | $51K | Sell |
2,010
-21,904
| -92% | -$556K | ﹤0.01% | 2594 |
|
|
2019
Q4 | $877K | Buy |
23,914
+8,084
| +51% | +$296K | ﹤0.01% | 1957 |
|
|
2019
Q3 | $584K | Buy |
15,830
+239
| +2% | +$8.82K | ﹤0.01% | 1948 |
|
|
2019
Q2 | $545K | Buy |
15,591
+6,699
| +75% | +$234K | ﹤0.01% | 1995 |
|
|
2019
Q1 | $256K | Sell |
8,892
-1,006
| -10% | -$29K | ﹤0.01% | 2259 |
|
|
2018
Q4 | $264K | Sell |
9,898
-44,193
| -82% | -$1.18M | ﹤0.01% | 2191 |
|
|
2018
Q3 | $1.73M | Buy |
54,091
+11,753
| +28% | +$376K | ﹤0.01% | 1589 |
|
|
2018
Q2 | $1.39M | Sell |
42,338
-68,215
| -62% | -$2.23M | ﹤0.01% | 1663 |
|
|
2018
Q1 | $3.83M | Sell |
110,553
-3,088
| -3% | -$107K | ﹤0.01% | 1197 |
|
|
2017
Q4 | $3.89M | Buy |
113,641
+5,673
| +5% | +$194K | ﹤0.01% | 1161 |
|
|
2017
Q3 | $3.63M | Sell |
107,968
-3,760
| -3% | -$127K | ﹤0.01% | 1231 |
|
|
2017
Q2 | $3.71M | Sell |
111,728
-13,404
| -11% | -$445K | ﹤0.01% | 1218 |
|
|
2017
Q1 | $4.14M | Sell |
125,132
-3,584
| -3% | -$119K | ﹤0.01% | 1096 |
|
|
2016
Q4 | $4.18M | Buy |
128,716
+7,670
| +6% | +$249K | ﹤0.01% | 1071 |
|
|
2016
Q3 | $3.23M | Sell |
121,046
-26,273
| -18% | -$701K | ﹤0.01% | 1193 |
|
|
2016
Q2 | $3.57M | Sell |
147,319
-10,050
| -6% | -$244K | ﹤0.01% | 1155 |
|
|
2016
Q1 | $3.56M | Buy |
157,369
+12,230
| +8% | +$277K | ﹤0.01% | 1088 |
|
|
2015
Q4 | $3.46M | Buy |
145,139
+140,867
| +3,297% | +$3.36M | ﹤0.01% | 1082 |
|
|
2015
Q3 | $97K | Buy |
4,272
+832
| +24% | +$18.9K | ﹤0.01% | 2425 |
|
|
2015
Q2 | $80K | Buy |
3,440
+303
| +10% | +$7.05K | ﹤0.01% | 2635 |
|
|
2015
Q1 | $69K | Buy |
3,137
+1,053
| +51% | +$23.2K | ﹤0.01% | 2584 |
|
|
2014
Q4 | $47K | Hold |
2,084
| – | – | ﹤0.01% | 2709 |
|
|
2014
Q3 | $42K | Buy |
2,084
+279
| +15% | +$5.62K | ﹤0.01% | 2768 |
|
|
2014
Q2 | $40K | Buy |
1,805
+241
| +15% | +$5.34K | ﹤0.01% | 2900 |
|
|
2014
Q1 | $37K | Sell |
1,564
-265
| -14% | -$6.27K | ﹤0.01% | 2738 |
|
|
2013
Q4 | $43K | Hold |
1,829
| – | – | ﹤0.01% | 2601 |
|
|
2013
Q3 | $38K | Sell |
1,829
-6,379
| -78% | -$133K | ﹤0.01% | 2559 |
|
|
2013
Q2 | $155K | Buy |
+8,208
| New | +$155K | ﹤0.01% | 1937 |
|