Bessemer Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
256
+72
| +39% | +$2.25K | ﹤0.01% | 1907 |
|
|
2025
Q1 | $5K | Sell |
184
-78
| -30% | -$2.12K | ﹤0.01% | 2050 |
|
|
2024
Q4 | $8K | Buy |
262
+92
| +54% | +$2.81K | ﹤0.01% | 1878 |
|
|
2024
Q3 | $6K | Buy |
170
+74
| +77% | +$2.61K | ﹤0.01% | 1884 |
|
|
2024
Q2 | $3K | Hold |
96
| – | – | ﹤0.01% | 1905 |
|
|
2024
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 1905 |
|
|
2023
Q4 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 1982 |
|
|
2023
Q3 | – | Sell |
-171
| Closed | -$4K | – | 2356 |
|
|
2023
Q2 | $4K | Buy |
171
+52
| +44% | +$1.22K | ﹤0.01% | 1901 |
|
|
2023
Q1 | $4K | Buy |
+119
| New | +$4K | ﹤0.01% | 1719 |
|
|
2020
Q3 | – | Sell |
-90
| Closed | -$2K | – | 1691 |
|
|
2020
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q1 | $2K | Sell |
90
-108
| -55% | -$2.4K | ﹤0.01% | 1563 |
|
|
2019
Q4 | $7K | Hold |
198
| – | – | ﹤0.01% | 1473 |
|
|
2019
Q3 | $7K | Buy |
198
+108
| +120% | +$3.82K | ﹤0.01% | 1519 |
|
|
2019
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 1572 |
|
|
2019
Q1 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 1656 |
|
|
2017
Q2 | – | Sell |
-13,800
| Closed | -$457K | – | 1924 |
|
|
2017
Q1 | $457K | Sell |
13,800
-69,600
| -83% | -$2.3M | ﹤0.01% | 913 |
|
|
2016
Q4 | $2.87M | Hold |
83,400
| – | – | 0.01% | 407 |
|
|
2016
Q3 | $2.23M | Buy |
+83,400
| New | +$2.23M | 0.01% | 410 |
|