Dorsey & Whitney Trust’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Buy |
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|
2025
Q2 | $280K | Hold |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $699K | Hold |
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|
2024
Q1 | $710K | Sell |
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|
2023
Q4 | $907K | Hold |
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|
2023
Q3 | $705K | Sell |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $304K | Hold |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $731K | Buy |
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|
2022
Q2 | $626K | Buy |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $303K | Hold |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $324K | Hold |
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|
2019
Q3 | $327K | Hold |
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|
2019
Q2 | $309K | Buy |
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|
2019
Q1 | $247K | Hold |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $286K | Hold |
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|
2018
Q1 | $303K | Hold |
|
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|
2017
Q4 | $300K | Hold |
|
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|
2017
Q3 | $294K | Buy |
|
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|
2017
Q2 | $284K | Hold |
|
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|
2017
Q1 | $283K | Sell |
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|
2016
Q4 | $327K | Hold |
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|
2016
Q3 | $253K | Sell |
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|
2016
Q2 | $242K | Hold |
|
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|
2016
Q1 | $226K | Hold |
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|
2015
Q4 | $239K | Hold |
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|
2015
Q3 | $227K | Hold |
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|
2015
Q2 | $233K | Buy |
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|
2015
Q1 | $207K | Hold |
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|
2014
Q4 | $210K | Sell |
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|
2014
Q3 | $204K | Hold |
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|
2014
Q2 | $225K | Sell |
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|
2014
Q1 | $250K | Hold |
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|
2013
Q4 | $250K | Hold |
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|
2013
Q3 | $222K | Buy |
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