Corient Private Wealth’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
107,970
+53,911
| +100% | +$1.58M | ﹤0.01% | 917 |
|
|
2025
Q1 | $1.55M | Sell |
54,059
-208
| -0.4% | -$5.95K | ﹤0.01% | 1074 |
|
|
2024
Q4 | $1.75M | Buy |
54,267
+18
| +0% | +$580 | ﹤0.01% | 1050 |
|
|
2024
Q3 | $1.89M | Buy |
54,249
+100
| +0.2% | +$3.49K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $1.55M | Hold |
54,149
| – | – | ﹤0.01% | 1140 |
|
|
2024
Q1 | $1.57M | Buy |
54,149
+26
| +0% | +$755 | ﹤0.01% | 1141 |
|
|
2023
Q4 | $1.78M | Buy |
54,123
+178
| +0.3% | +$5.87K | ﹤0.01% | 1053 |
|
|
2023
Q3 | $1.38M | Sell |
53,945
-93
| -0.2% | -$2.38K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $1.43M | Sell |
54,038
-756
| -1% | -$20K | ﹤0.01% | 1019 |
|
|
2023
Q1 | $1.65M | Buy |
54,794
+1,113
| +2% | +$33.5K | ﹤0.01% | 903 |
|
|
2022
Q4 | $1.8M | Buy |
+53,681
| New | +$1.8M | 0.01% | 733 |
|