Davidson Investment Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Buy |
305,835
+1,579
| +0.5% | +$46.2K | 0.4% | 78 |
|
|
2025
Q1 | $8.7M | Buy |
304,256
+8,732
| +3% | +$250K | 0.43% | 78 |
|
|
2024
Q4 | $9.53M | Buy |
295,524
+5,198
| +2% | +$168K | 0.46% | 73 |
|
|
2024
Q3 | $10.1M | Buy |
290,326
+10,535
| +4% | +$367K | 0.49% | 77 |
|
|
2024
Q2 | $8M | Buy |
279,791
+11,220
| +4% | +$321K | 0.41% | 80 |
|
|
2024
Q1 | $7.8M | Buy |
+268,571
| New | +$7.8M | 0.41% | 80 |
|