Envestnet Asset Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
122,719
+3,604
| +3% | +$106K | ﹤0.01% | 2434 |
|
|
2025
Q1 | $3.4M | Sell |
119,115
-5,378
| -4% | -$154K | ﹤0.01% | 2389 |
|
|
2024
Q4 | $4.01M | Sell |
124,493
-3,616
| -3% | -$117K | ﹤0.01% | 2251 |
|
|
2024
Q3 | $4.46M | Buy |
128,109
+2,868
| +2% | +$99.9K | ﹤0.01% | 2171 |
|
|
2024
Q2 | $3.58M | Buy |
125,241
+9,295
| +8% | +$266K | ﹤0.01% | 2248 |
|
|
2024
Q1 | $3.37M | Buy |
+115,946
| New | +$3.37M | ﹤0.01% | 2249 |
|
|
2023
Q2 | – | Sell |
-13,615
| Closed | -$410K | – | 4092 |
|
|
2023
Q1 | $410K | Sell |
13,615
-2,954
| -18% | -$89K | ﹤0.01% | 3279 |
|
|
2022
Q4 | $556K | Buy |
16,569
+2,352
| +17% | +$78.9K | ﹤0.01% | 3041 |
|
|
2022
Q3 | $426K | Sell |
14,217
-6,116
| -30% | -$183K | ﹤0.01% | 3114 |
|
|
2022
Q2 | $610K | Sell |
20,333
-1,556
| -7% | -$46.7K | ﹤0.01% | 2949 |
|
|
2022
Q1 | $718K | Buy |
21,889
+1,220
| +6% | +$40K | ﹤0.01% | 2896 |
|
|
2021
Q4 | $690K | Sell |
20,669
-1,968
| -9% | -$65.7K | ﹤0.01% | 2873 |
|
|
2021
Q3 | $777K | Buy |
22,637
+581
| +3% | +$19.9K | ﹤0.01% | 2710 |
|
|
2021
Q2 | $701K | Sell |
22,056
-1,536
| -7% | -$48.8K | ﹤0.01% | 2768 |
|
|
2021
Q1 | $727K | Sell |
23,592
-1,083
| -4% | -$33.4K | ﹤0.01% | 2622 |
|
|
2020
Q4 | $635K | Sell |
24,675
-2,220
| -8% | -$57.1K | ﹤0.01% | 2530 |
|
|
2020
Q3 | $561K | Sell |
26,895
-423
| -2% | -$8.82K | ﹤0.01% | 2391 |
|
|
2020
Q2 | $733K | Buy |
27,318
+4,676
| +21% | +$125K | ﹤0.01% | 2162 |
|
|
2020
Q1 | $588K | Buy |
22,642
+13,176
| +139% | +$342K | ﹤0.01% | 2130 |
|
|
2019
Q4 | $347K | Buy |
9,466
+2,991
| +46% | +$110K | ﹤0.01% | 2670 |
|
|
2019
Q3 | $239K | Buy |
+6,475
| New | +$239K | ﹤0.01% | 2779 |
|
|
2018
Q3 | – | Sell |
-611
| Closed | -$20K | – | 2605 |
|
|
2018
Q2 | $20K | Buy |
611
+322
| +111% | +$10.5K | ﹤0.01% | 2425 |
|
|
2018
Q1 | $10K | Hold |
289
| – | – | ﹤0.01% | 2501 |
|
|
2017
Q4 | $10K | Hold |
289
| – | – | ﹤0.01% | 2636 |
|
|
2017
Q3 | $9K | Sell |
289
-247
| -46% | -$7.69K | ﹤0.01% | 2623 |
|
|
2017
Q2 | $15K | Sell |
536
-6,737
| -93% | -$189K | ﹤0.01% | 2652 |
|
|
2017
Q1 | $238K | Buy |
7,273
+560
| +8% | +$18.3K | ﹤0.01% | 1848 |
|
|
2016
Q4 | $230K | Sell |
6,713
-303
| -4% | -$10.4K | ﹤0.01% | 1827 |
|
|
2016
Q3 | $187K | Buy |
7,016
+98
| +1% | +$2.61K | ﹤0.01% | 2042 |
|
|
2016
Q2 | $168K | Buy |
6,918
+66
| +1% | +$1.6K | ﹤0.01% | 2181 |
|
|
2016
Q1 | $155K | Buy |
6,852
+1,561
| +30% | +$35.3K | ﹤0.01% | 2210 |
|
|
2015
Q4 | $126K | Buy |
5,291
+59
| +1% | +$1.41K | ﹤0.01% | 2272 |
|
|
2015
Q3 | $119K | Buy |
+5,232
| New | +$119K | ﹤0.01% | 2266 |
|
|
2014
Q3 | – | Sell |
-208
| Closed | -$5K | – | 2881 |
|
|
2014
Q2 | $5K | Buy |
+208
| New | +$5K | ﹤0.01% | 2293 |
|