Commonwealth Equity Services’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $591K | Sell |
20,173
-1,021
| -5% | -$29.9K | ﹤0.01% | 3020 |
|
2025
Q1 | $606K | Sell |
21,194
-2,646
| -11% | -$75.7K | ﹤0.01% | 2881 |
|
2024
Q4 | $769K | Sell |
23,840
-990
| -4% | -$31.9K | ﹤0.01% | 2610 |
|
2024
Q3 | $865K | Buy |
24,830
+106
| +0.4% | +$3.69K | ﹤0.01% | 2462 |
|
2024
Q2 | $707K | Buy |
24,724
+128
| +0.5% | +$3.66K | ﹤0.01% | 2548 |
|
2024
Q1 | $714K | Buy |
24,596
+382
| +2% | +$11.1K | ﹤0.01% | 2508 |
|
2023
Q4 | $798K | Sell |
24,214
-885
| -4% | -$29.2K | ﹤0.01% | 2333 |
|
2023
Q3 | $643K | Buy |
25,099
+5,580
| +29% | +$143K | ﹤0.01% | 2383 |
|
2023
Q2 | $518K | Buy |
19,519
+2,999
| +18% | +$79.6K | ﹤0.01% | 2592 |
|
2023
Q1 | $497 | Sell |
16,520
-1,906
| -10% | -$57 | ﹤0.01% | 2561 |
|
2022
Q4 | $618K | Buy |
18,426
+1,405
| +8% | +$47.1K | ﹤0.01% | 2305 |
|
2022
Q3 | $510K | Sell |
17,021
-4,511
| -21% | -$135K | ﹤0.01% | 2389 |
|
2022
Q2 | $646K | Sell |
21,532
-196
| -0.9% | -$5.88K | ﹤0.01% | 2232 |
|
2022
Q1 | $713K | Sell |
21,728
-2,782
| -11% | -$91.3K | ﹤0.01% | 2251 |
|
2021
Q4 | $818K | Buy |
24,510
+73
| +0.3% | +$2.44K | ﹤0.01% | 2135 |
|
2021
Q3 | $838K | Buy |
24,437
+9,996
| +69% | +$343K | ﹤0.01% | 2068 |
|
2021
Q2 | $458K | Buy |
14,441
+662
| +5% | +$21K | ﹤0.01% | 2536 |
|
2021
Q1 | $424K | Sell |
13,779
-407
| -3% | -$12.5K | ﹤0.01% | 2466 |
|
2020
Q4 | $365K | Sell |
14,186
-156
| -1% | -$4.01K | ﹤0.01% | 2401 |
|
2020
Q3 | $299K | Sell |
14,342
-557
| -4% | -$11.6K | ﹤0.01% | 2355 |
|
2020
Q2 | $399K | Buy |
14,899
+6,423
| +76% | +$172K | ﹤0.01% | 2063 |
|
2020
Q1 | $220K | Sell |
8,476
-1
| -0% | -$26 | ﹤0.01% | 2307 |
|
2019
Q4 | $310K | Sell |
8,477
-68
| -0.8% | -$2.49K | ﹤0.01% | 2291 |
|
2019
Q3 | $316K | Buy |
8,545
+804
| +10% | +$29.7K | ﹤0.01% | 2194 |
|
2019
Q2 | $270K | Buy |
7,741
+10
| +0.1% | +$349 | ﹤0.01% | 2279 |
|
2019
Q1 | $223K | Buy |
+7,731
| New | +$223K | ﹤0.01% | 2385 |
|
2018
Q4 | – | Sell |
-7,189
| Closed | -$230K | – | 2814 |
|
2018
Q3 | $230K | Buy |
7,189
+87
| +1% | +$2.78K | ﹤0.01% | 2394 |
|
2018
Q2 | $232K | Buy |
7,102
+5
| +0.1% | +$163 | ﹤0.01% | 2341 |
|
2018
Q1 | $245K | Buy |
7,097
+4
| +0.1% | +$138 | ﹤0.01% | 2232 |
|
2017
Q4 | $243K | Sell |
7,093
-4,487
| -39% | -$154K | ﹤0.01% | 2219 |
|
2017
Q3 | $390K | Buy |
11,580
+4
| +0% | +$135 | ﹤0.01% | 1796 |
|
2017
Q2 | $384K | Sell |
11,576
-27
| -0.2% | -$896 | ﹤0.01% | 1743 |
|
2017
Q1 | $384K | Buy |
11,603
+2,152
| +23% | +$71.2K | ﹤0.01% | 1690 |
|
2016
Q4 | $325K | Buy |
+9,451
| New | +$325K | ﹤0.01% | 1723 |
|