Cutler Investment Counsel’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,832
| Closed | -$522K | – | 140 |
|
|
2023
Q4 | $522K | Hold |
15,832
| – | – | 0.07% | 94 |
|
|
2023
Q3 | $406K | Hold |
15,832
| – | – | 0.06% | 100 |
|
|
2023
Q2 | $420K | Hold |
15,832
| – | – | 0.06% | 101 |
|
|
2023
Q1 | $477K | Hold |
15,832
| – | – | 0.07% | 94 |
|
|
2022
Q4 | $531K | Hold |
15,832
| – | – | 0.08% | 90 |
|
|
2022
Q3 | $475K | Hold |
15,832
| – | – | 0.08% | 93 |
|
|
2022
Q2 | $475K | Hold |
15,832
| – | – | 0.07% | 98 |
|
|
2022
Q1 | $520K | Hold |
15,832
| – | – | 0.07% | 100 |
|
|
2021
Q4 | $528K | Hold |
15,832
| – | – | 0.08% | 72 |
|
|
2021
Q3 | $543K | Hold |
15,832
| – | – | 0.09% | 72 |
|
|
2021
Q2 | $503K | Hold |
15,832
| – | – | 0.08% | 71 |
|
|
2021
Q1 | $488K | Hold |
15,832
| – | – | 0.08% | 69 |
|
|
2020
Q4 | $408K | Hold |
15,832
| – | – | 0.07% | 72 |
|
|
2020
Q3 | $330K | Hold |
15,832
| – | – | 0.06% | 71 |
|
|
2020
Q2 | $425K | Hold |
15,832
| – | – | 0.09% | 67 |
|
|
2020
Q1 | $411K | Hold |
15,832
| – | – | 0.1% | 62 |
|
|
2019
Q4 | $580K | Hold |
15,832
| – | – | 0.12% | 60 |
|
|
2019
Q3 | $586K | Hold |
15,832
| – | – | 0.11% | 61 |
|
|
2019
Q2 | $553K | Hold |
15,832
| – | – | 0.11% | 62 |
|
|
2019
Q1 | $457K | Hold |
15,832
| – | – | 0.09% | 65 |
|
|
2018
Q4 | $423K | Hold |
15,832
| – | – | 0.09% | 64 |
|
|
2018
Q3 | $507K | Hold |
15,832
| – | – | 0.09% | 62 |
|
|
2018
Q2 | $518K | Hold |
15,832
| – | – | 0.1% | 62 |
|
|
2018
Q1 | $548K | Hold |
15,832
| – | – | 0.11% | 60 |
|
|
2017
Q4 | $542K | Hold |
15,832
| – | – | 0.1% | 61 |
|
|
2017
Q3 | $533K | Hold |
15,832
| – | – | 0.12% | 53 |
|
|
2017
Q2 | $526K | Hold |
15,832
| – | – | 0.13% | 51 |
|
|
2017
Q1 | $524K | Hold |
15,832
| – | – | 0.12% | 54 |
|
|
2016
Q4 | $544K | Hold |
15,832
| – | – | 0.14% | 52 |
|
|
2016
Q3 | $422K | Hold |
15,832
| – | – | 0.11% | 56 |
|
|
2016
Q2 | $384K | Hold |
15,832
| – | – | 0.11% | 56 |
|
|
2016
Q1 | $359K | Hold |
15,832
| – | – | 0.11% | 61 |
|
|
2015
Q4 | $377K | Hold |
15,832
| – | – | 0.13% | 50 |
|
|
2015
Q3 | $360K | Hold |
15,832
| – | – | 0.13% | 51 |
|
|
2015
Q2 | $370K | Hold |
15,832
| – | – | 0.12% | 53 |
|
|
2015
Q1 | $345K | Hold |
15,832
| – | – | 0.11% | 56 |
|
|
2014
Q4 | $351K | Hold |
15,832
| – | – | 0.12% | 56 |
|
|
2014
Q3 | $322K | Hold |
15,832
| – | – | 0.11% | 54 |
|
|
2014
Q2 | $355K | Hold |
15,832
| – | – | 0.12% | 53 |
|
|
2014
Q1 | $369K | Hold |
15,832
| – | – | 0.13% | 54 |
|
|
2013
Q4 | $369K | Hold |
15,832
| – | – | 0.13% | 54 |
|
|
2013
Q3 | $327K | Hold |
15,832
| – | – | 0.13% | 55 |
|
|
2013
Q2 | $299K | Buy |
+15,832
| New | +$272K | 0.12% | 54 |
|
Other funds holding WAFD
SFM
Cutler Investment Counsel's WAFD Position: Q1 2024 in Review
Cutler Investment Counsel sold out of WaFd (WAFD) in Q1 2024, closing a stake of 15,832 shares — an estimated $522K sold.
Cutler Investment Counsel first reported a position in WAFD in Q2 2013 and held it in 43 quarters. The position peaked at $586K in Q3 2019. 229 funds tracked by Wall St. Rank hold WAFD as of Q1 2024.
- Cutler Investment Counsel reported no remaining WaFd position as of Q1 2024 after selling out during the quarter.
- Cutler Investment Counsel sold 15,832 WaFd shares in Q1 2024, an estimated $522K.
- Cutler Investment Counsel first reported a position in WaFd in Q2 2013 and held it in 43 quarters.
- Cutler Investment Counsel's WaFd position peaked at $586K in Q3 2019.
- 229 funds tracked by Wall St. Rank held WaFd as of Q1 2024.
Based on Cutler Investment Counsel's 13F filing for Q1 2024, filed 30 Apr 2024.