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EP Wealth Advisors’s WaFd WAFD Stock Holding History

EP Wealth Advisors’s Portfolio WAFD Stock Details WAFD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$339K Sell
11,593
-525
-4% -$15.4K ﹤0.01% 946
2025
Q1 		$346K Buy
12,118
+690
+6% +$19.7K ﹤0.01% 847
2024
Q4 		$368K Buy
11,428
+1,444
+14% +$46.6K ﹤0.01% 788
2024
Q3 		$348K Buy
+9,984
New +$348K ﹤0.01% 806