Brighton Jones LLC’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
10,087
+332
| +3% | +$9.72K | 0.01% | 729 |
|
|
2025
Q1 | $279K | Buy |
9,755
+46
| +0.5% | +$1.32K | 0.01% | 555 |
|
|
2024
Q4 | $313K | Sell |
9,709
-1,713
| -15% | -$55.2K | 0.01% | 506 |
|
|
2024
Q3 | $398K | Buy |
11,422
+1,766
| +18% | +$61.5K | 0.02% | 365 |
|
|
2024
Q2 | $276K | Buy |
9,656
+28
| +0.3% | +$800 | 0.01% | 488 |
|
|
2024
Q1 | $280K | Buy |
9,628
+33
| +0.3% | +$958 | 0.01% | 480 |
|
|
2023
Q4 | $316K | Buy |
9,595
+16
| +0.2% | +$527 | 0.01% | 430 |
|
|
2023
Q3 | $245K | Buy |
9,579
+34
| +0.4% | +$871 | 0.01% | 454 |
|
|
2023
Q2 | $253K | Sell |
9,545
-649
| -6% | -$17.2K | 0.01% | 447 |
|
|
2023
Q1 | $307K | Buy |
10,194
+25
| +0.2% | +$753 | 0.02% | 372 |
|
|
2022
Q4 | $341K | Sell |
10,169
-627
| -6% | -$21K | 0.02% | 309 |
|
|
2022
Q3 | $324K | Sell |
10,796
-567
| -5% | -$17K | 0.02% | 319 |
|
|
2022
Q2 | $341K | Buy |
11,363
+50
| +0.4% | +$1.5K | 0.02% | 315 |
|
|
2022
Q1 | $371K | Buy |
11,313
+47
| +0.4% | +$1.54K | 0.02% | 327 |
|
|
2021
Q4 | $376K | Buy |
11,266
+48
| +0.4% | +$1.6K | 0.02% | 324 |
|
|
2021
Q3 | $385K | Sell |
11,218
-29
| -0.3% | -$995 | 0.02% | 313 |
|
|
2021
Q2 | $357K | Buy |
11,247
+39
| +0.3% | +$1.24K | 0.02% | 316 |
|
|
2021
Q1 | $345K | Buy |
11,208
+49
| +0.4% | +$1.51K | 0.02% | 287 |
|
|
2020
Q4 | $287K | Buy |
11,159
+56
| +0.5% | +$1.44K | 0.02% | 300 |
|
|
2020
Q3 | $232K | Buy |
11,103
+2,534
| +30% | +$52.9K | 0.02% | 290 |
|
|
2020
Q2 | $230K | Buy |
8,569
+32
| +0.4% | +$859 | 0.02% | 259 |
|
|
2020
Q1 | $222K | Buy |
8,537
+24
| +0.3% | +$624 | 0.02% | 247 |
|
|
2019
Q4 | $312K | Buy |
8,513
+1,235
| +17% | +$45.3K | 0.03% | 238 |
|
|
2019
Q3 | $269K | Buy |
7,278
+3
| +0% | +$111 | 0.03% | 243 |
|
|
2019
Q2 | $254K | Buy |
7,275
+4
| +0.1% | +$140 | 0.03% | 251 |
|
|
2019
Q1 | $210K | Buy |
+7,271
| New | +$210K | 0.03% | 284 |
|
|
2018
Q4 | – | Sell |
-7,263
| Closed | -$232K | – | 290 |
|
|
2018
Q3 | $232K | Buy |
7,263
+3
| +0% | +$96 | 0.03% | 239 |
|
|
2018
Q2 | $237K | Buy |
7,260
+594
| +9% | +$19.4K | 0.03% | 261 |
|
|
2018
Q1 | $231K | Hold |
6,666
| – | – | 0.03% | 262 |
|
|
2017
Q4 | $228K | Hold |
6,666
| – | – | 0.03% | 256 |
|
|
2017
Q3 | $224K | Hold |
6,666
| – | – | 0.03% | 256 |
|
|
2017
Q2 | $221K | Buy |
+6,666
| New | +$221K | 0.03% | 247 |
|