Bartlett & Co Wealth Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
3,443
| – | – | ﹤0.01% | 543 |
|
|
2025
Q1 | $98.4K | Hold |
3,443
| – | – | ﹤0.01% | 547 |
|
|
2024
Q4 | $111K | Hold |
3,443
| – | – | ﹤0.01% | 527 |
|
|
2024
Q3 | $120K | Hold |
3,443
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $98.4K | Hold |
3,443
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $100K | Sell |
3,443
-275
| -7% | -$7.98K | ﹤0.01% | 554 |
|
|
2023
Q4 | $124K | Hold |
3,718
| – | – | ﹤0.01% | 545 |
|
|
2023
Q3 | $95.3K | Sell |
3,718
-275
| -7% | -$7.05K | ﹤0.01% | 550 |
|
|
2023
Q2 | $106K | Hold |
3,993
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $120K | Hold |
3,993
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $134K | Hold |
3,993
| – | – | ﹤0.01% | 431 |
|
|
2022
Q3 | $120K | Hold |
3,993
| – | – | ﹤0.01% | 439 |
|
|
2022
Q2 | $120K | Buy |
3,993
+2,093
| +110% | +$62.8K | ﹤0.01% | 436 |
|
|
2022
Q1 | $62.4K | Buy |
+1,900
| New | +$62.4K | ﹤0.01% | 550 |
|
|
2021
Q4 | – | Sell |
-3,993
| Closed | -$137K | – | 885 |
|
|
2021
Q3 | $137K | Hold |
3,993
| – | – | ﹤0.01% | 372 |
|
|
2021
Q2 | $127K | Sell |
3,993
-1,600
| -29% | -$50.8K | ﹤0.01% | 381 |
|
|
2021
Q1 | $172K | Hold |
5,593
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $144K | Hold |
5,593
| – | – | ﹤0.01% | 358 |
|
|
2020
Q3 | $117K | Hold |
5,593
| – | – | ﹤0.01% | 365 |
|
|
2020
Q2 | $150K | Hold |
5,593
| – | – | ﹤0.01% | 339 |
|
|
2020
Q1 | $145K | Hold |
5,593
| – | – | ﹤0.01% | 320 |
|
|
2019
Q4 | $205K | Hold |
5,593
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $207K | Hold |
5,593
| – | – | 0.01% | 328 |
|
|
2019
Q2 | $195K | Hold |
5,593
| – | – | 0.01% | 258 |
|
|
2019
Q1 | $162K | Sell |
5,593
-100
| -2% | -$2.89K | 0.01% | 267 |
|
|
2018
Q4 | $152K | Sell |
5,693
-300
| -5% | -$8.01K | 0.01% | 271 |
|
|
2018
Q3 | $192K | Sell |
5,993
-200
| -3% | -$6.4K | 0.01% | 260 |
|
|
2018
Q2 | $203K | Hold |
6,193
| – | – | 0.01% | 252 |
|
|
2018
Q1 | $214K | Buy |
+6,193
| New | +$214K | 0.01% | 248 |
|