Envestnet Asset Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
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|
2025
Q1 | $3.4M | Sell |
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|
2024
Q4 | $4.01M | Sell |
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|
2024
Q3 | $4.46M | Buy |
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|
2024
Q2 | $3.58M | Buy |
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|
2024
Q1 | $3.37M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $556K | Buy |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $610K | Sell |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $690K | Sell |
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|
2021
Q3 | $777K | Buy |
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|
2021
Q2 | $701K | Sell |
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|
2021
Q1 | $727K | Sell |
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|
2020
Q4 | $635K | Sell |
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|
2020
Q3 | $561K | Sell |
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|
2020
Q2 | $733K | Buy |
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|
2020
Q1 | $588K | Buy |
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|
2019
Q4 | $347K | Buy |
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|
2019
Q3 | $239K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $20K | Buy |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $15K | Sell |
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|
2017
Q1 | $238K | Buy |
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|
2016
Q4 | $230K | Sell |
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|
2016
Q3 | $187K | Buy |
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|
2016
Q2 | $168K | Buy |
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|
2016
Q1 | $155K | Buy |
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|
2015
Q4 | $126K | Buy |
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|
2015
Q3 | $119K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5K | Buy |
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