Bellevue Asset 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 | $50.8K | Hold |
1,735
| – | – | 0.02% | 158 |
|
|
2025
Q1 | $49.6K | Hold |
1,735
| – | – | 0.03% | 156 |
|
|
2024
Q4 | $55.9K | Hold |
1,735
| – | – | 0.03% | 144 |
|
|
2024
Q3 | $60.5K | Hold |
1,735
| – | – | 0.03% | 139 |
|
|
2024
Q2 | $49.6K | Hold |
1,735
| – | – | 0.03% | 152 |
|
|
2024
Q1 | $50.4K | Hold |
1,735
| – | – | 0.03% | 151 |
|
|
2023
Q4 | $57.2K | Hold |
1,735
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $44.5K | Hold |
1,735
| – | – | 0.03% | 154 |
|
|
2023
Q2 | $46K | Hold |
1,735
| – | – | 0.03% | 153 |
|
|
2023
Q1 | $52.3K | Hold |
1,735
| – | – | 0.04% | 142 |
|
|
2022
Q4 | $58.4K | Hold |
1,735
| – | – | 0.05% | 136 |
|
|
2022
Q3 | $53K | Hold |
1,735
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $52K | Hold |
1,735
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $57K | Hold |
1,735
| – | – | 0.03% | 158 |
|
|
2021
Q4 | $58K | Hold |
1,735
| – | – | 0.03% | 164 |
|
|
2021
Q3 | $60K | Hold |
1,735
| – | – | 0.04% | 161 |
|
|
2021
Q2 | $55K | Hold |
1,735
| – | – | 0.03% | 168 |
|
|
2021
Q1 | $54K | Sell |
1,735
-1,005
| -37% | -$31.3K | 0.03% | 165 |
|
|
2020
Q4 | $77K | Hold |
2,740
| – | – | 0.05% | 138 |
|
|
2020
Q3 | $57K | Hold |
2,740
| – | – | 0.04% | 149 |
|
|
2020
Q2 | $74K | Hold |
2,740
| – | – | 0.08% | 126 |
|
|
2020
Q1 | $72K | Buy |
+2,740
| New | +$72K | 0.07% | 127 |
|