Coldstream Capital Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $180K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $629K | Sell |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $433K | Sell |
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|
2021
Q2 | $4.26M | Buy |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $527K | Sell |
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|
2020
Q3 | $433K | Sell |
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|
2020
Q2 | $792K | Buy |
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|
2020
Q1 | $737K | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $941K | Sell |
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|
2018
Q4 | $878K | Sell |
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|
2018
Q3 | $1.22M | Buy |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $2.07M | Buy |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | $1.92M | Sell |
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|
2017
Q2 | $1.95M | Buy |
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|
2017
Q1 | $1.31M | Sell |
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|
2016
Q4 | $2.29M | Buy |
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|
2016
Q3 | $1.72M | Sell |
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|
2016
Q2 | $1.65M | Sell |
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|
2016
Q1 | $1.56M | Buy |
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