Congress 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 | $6.61M | Buy |
225,798
+142
| +0.1% | +$4.16K | 0.05% | 211 |
|
|
2025
Q1 | $6.45M | Sell |
225,656
-1,383
| -0.6% | -$39.5K | 0.05% | 210 |
|
|
2024
Q4 | $7.32M | Buy |
227,039
+15,938
| +8% | +$514K | 0.05% | 209 |
|
|
2024
Q3 | $7.36M | Sell |
211,101
-2,101
| -1% | -$73.2K | 0.05% | 206 |
|
|
2024
Q2 | $6.09M | Sell |
213,202
-10,568
| -5% | -$302K | 0.04% | 214 |
|
|
2024
Q1 | $6.5M | Buy |
223,770
+2,688
| +1% | +$78K | 0.05% | 214 |
|
|
2023
Q4 | $7.29M | Sell |
221,082
-7,358
| -3% | -$243K | 0.06% | 207 |
|
|
2023
Q3 | $5.85M | Buy |
228,440
+313
| +0.1% | +$8.02K | 0.05% | 203 |
|
|
2023
Q2 | $6.05M | Buy |
228,127
+2,529
| +1% | +$67.1K | 0.05% | 202 |
|
|
2023
Q1 | $6.8M | Buy |
225,598
+16,595
| +8% | +$500K | 0.06% | 189 |
|
|
2022
Q4 | $7.01M | Buy |
209,003
+1,848
| +0.9% | +$62K | 0.07% | 186 |
|
|
2022
Q3 | $6.21M | Sell |
207,155
-2,611
| -1% | -$78.3K | 0.07% | 189 |
|
|
2022
Q2 | $6.3M | Sell |
209,766
-3,310
| -2% | -$99.4K | 0.06% | 198 |
|
|
2022
Q1 | $6.99M | Buy |
213,076
+12,534
| +6% | +$411K | 0.06% | 200 |
|
|
2021
Q4 | $6.69M | Buy |
200,542
+61
| +0% | +$2.04K | 0.05% | 206 |
|
|
2021
Q3 | $6.88M | Buy |
200,481
+5,299
| +3% | +$182K | 0.05% | 198 |
|
|
2021
Q2 | $6.2M | Buy |
195,182
+23,057
| +13% | +$733K | 0.05% | 201 |
|
|
2021
Q1 | $5.3M | Buy |
172,125
+108,560
| +171% | +$3.34M | 0.05% | 208 |
|
|
2020
Q4 | $1.64M | Sell |
63,565
-660
| -1% | -$17K | 0.02% | 250 |
|
|
2020
Q3 | $1.34M | Hold |
64,225
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $1.72M | Buy |
64,225
+1,410
| +2% | +$37.8K | 0.02% | 237 |
|
|
2020
Q1 | $1.63M | Sell |
62,815
-15,240
| -20% | -$396K | 0.02% | 230 |
|
|
2019
Q4 | $2.86M | Sell |
78,055
-89,825
| -54% | -$3.29M | 0.03% | 228 |
|
|
2019
Q3 | $6.21M | Hold |
167,880
| – | – | 0.08% | 144 |
|
|
2019
Q2 | $5.86M | Hold |
167,880
| – | – | 0.07% | 161 |
|
|
2019
Q1 | $4.85M | Sell |
167,880
-2,817
| -2% | -$81.4K | 0.06% | 181 |
|
|
2018
Q4 | $4.56M | Buy |
170,697
+6,870
| +4% | +$183K | 0.07% | 164 |
|
|
2018
Q3 | $5.24M | Buy |
163,827
+15,999
| +11% | +$512K | 0.07% | 183 |
|
|
2018
Q2 | $4.83M | Sell |
147,828
-4,675
| -3% | -$153K | 0.07% | 178 |
|
|
2018
Q1 | $5.28M | Buy |
152,503
+4,478
| +3% | +$155K | 0.07% | 163 |
|
|
2017
Q4 | $5.07M | Sell |
148,025
-51,202
| -26% | -$1.75M | 0.07% | 164 |
|
|
2017
Q3 | $6.7M | Buy |
+199,227
| New | +$6.7M | 0.1% | 132 |
|