Fidelity Investments’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
13,973
+1,469
| +12% | +$43K | ﹤0.01% | 3038 |
|
|
2025
Q1 | $357K | Sell |
12,504
-10,940
| -47% | -$313K | ﹤0.01% | 3021 |
|
|
2024
Q4 | $756K | Buy |
23,444
+6,951
| +42% | +$224K | ﹤0.01% | 2771 |
|
|
2024
Q3 | $575K | Buy |
16,493
+2,204
| +15% | +$76.8K | ﹤0.01% | 2799 |
|
|
2024
Q2 | $408K | Buy |
14,289
+1,256
| +10% | +$35.9K | ﹤0.01% | 2798 |
|
|
2024
Q1 | $378K | Sell |
13,033
-4,491
| -26% | -$130K | ﹤0.01% | 2815 |
|
|
2023
Q4 | $578K | Sell |
17,524
-102,790
| -85% | -$3.39M | ﹤0.01% | 2642 |
|
|
2023
Q3 | $3.08M | Buy |
120,314
+2,304
| +2% | +$59K | ﹤0.01% | 2175 |
|
|
2023
Q2 | $3.13M | Sell |
118,010
-33,047
| -22% | -$876K | ﹤0.01% | 2195 |
|
|
2023
Q1 | $4.55M | Sell |
151,057
-470
| -0.3% | -$14.2K | ﹤0.01% | 2129 |
|
|
2022
Q4 | $5.08M | Buy |
151,527
+32,320
| +27% | +$1.08M | ﹤0.01% | 2114 |
|
|
2022
Q3 | $3.57M | Buy |
119,207
+32,680
| +38% | +$980K | ﹤0.01% | 2264 |
|
|
2022
Q2 | $2.6M | Sell |
86,527
-450
| -0.5% | -$13.5K | ﹤0.01% | 2429 |
|
|
2022
Q1 | $2.85M | Buy |
86,977
+86,728
| +34,831% | +$2.85M | ﹤0.01% | 2513 |
|
|
2021
Q4 | $8K | Sell |
249
-229,251
| -100% | -$7.37M | ﹤0.01% | 3708 |
|
|
2021
Q3 | $7.87M | Buy |
229,500
+25,900
| +13% | +$889K | ﹤0.01% | 2211 |
|
|
2021
Q2 | $6.47M | Buy |
203,600
+88,300
| +77% | +$2.81M | ﹤0.01% | 2259 |
|
|
2021
Q1 | $3.55M | Buy |
115,300
+7,982
| +7% | +$246K | ﹤0.01% | 2349 |
|
|
2020
Q4 | $2.76M | Buy |
107,318
+10,898
| +11% | +$281K | ﹤0.01% | 2329 |
|
|
2020
Q3 | $2.01M | Buy |
96,420
+13,558
| +16% | +$283K | ﹤0.01% | 2305 |
|
|
2020
Q2 | $2.22M | Sell |
82,862
-104
| -0.1% | -$2.79K | ﹤0.01% | 2258 |
|
|
2020
Q1 | $2.15M | Sell |
82,966
-3,291
| -4% | -$85.4K | ﹤0.01% | 2176 |
|
|
2019
Q4 | $3.16M | Buy |
86,257
+6,496
| +8% | +$238K | ﹤0.01% | 2153 |
|
|
2019
Q3 | $2.95M | Buy |
79,761
+131
| +0.2% | +$4.85K | ﹤0.01% | 2184 |
|
|
2019
Q2 | $2.78M | Buy |
79,630
+7,490
| +10% | +$262K | ﹤0.01% | 2247 |
|
|
2019
Q1 | $2.08M | Buy |
72,140
+29,112
| +68% | +$841K | ﹤0.01% | 2280 |
|
|
2018
Q4 | $1.15M | Sell |
43,028
-2,072,494
| -98% | -$55.3M | ﹤0.01% | 2385 |
|
|
2018
Q3 | $67.7M | Buy |
2,115,522
+327,783
| +18% | +$10.5M | 0.01% | 1125 |
|
|
2018
Q2 | $58.5M | Sell |
1,787,739
-1,296,635
| -42% | -$42.4M | 0.01% | 1209 |
|
|
2018
Q1 | $107M | Sell |
3,084,374
-2,705,124
| -47% | -$93.6M | 0.01% | 956 |
|
|
2017
Q4 | $198M | Sell |
5,789,498
-1,319,575
| -19% | -$45.2M | 0.02% | 697 |
|
|
2017
Q3 | $239M | Sell |
7,109,073
-907,558
| -11% | -$30.5M | 0.03% | 609 |
|
|
2017
Q2 | $266M | Buy |
8,016,631
+549,742
| +7% | +$18.3M | 0.03% | 562 |
|
|
2017
Q1 | $247M | Buy |
7,466,889
+24,082
| +0.3% | +$797K | 0.03% | 602 |
|
|
2016
Q4 | $256M | Sell |
7,442,807
-691,148
| -8% | -$23.7M | 0.03% | 571 |
|
|
2016
Q3 | $217M | Sell |
8,133,955
-97,211
| -1% | -$2.59M | 0.03% | 630 |
|
|
2016
Q2 | $200M | Hold |
8,231,166
| – | – | 0.03% | 661 |
|
|
2016
Q1 | $186M | Sell |
8,231,166
-217,018
| -3% | -$4.92M | 0.03% | 689 |
|
|
2015
Q4 | $201M | Hold |
8,448,184
| – | – | 0.03% | 653 |
|
|
2015
Q3 | $192M | Sell |
8,448,184
-76,500
| -0.9% | -$1.74M | 0.03% | 650 |
|
|
2015
Q2 | $199M | Sell |
8,524,684
-283,745
| -3% | -$6.63M | 0.03% | 693 |
|
|
2015
Q1 | $192M | Buy |
8,808,429
+174,700
| +2% | +$3.81M | 0.02% | 710 |
|
|
2014
Q4 | $191M | Sell |
8,633,729
-1,187,213
| -12% | -$26.3M | 0.02% | 701 |
|
|
2014
Q3 | $200M | Sell |
9,820,942
-180,200
| -2% | -$3.67M | 0.03% | 660 |
|
|
2014
Q2 | $224M | Sell |
10,001,142
-155,348
| -2% | -$3.48M | 0.03% | 619 |
|
|
2014
Q1 | $237M | Hold |
10,156,490
| – | – | 0.03% | 575 |
|
|
2013
Q4 | $237M | Buy |
10,156,490
+63,600
| +0.6% | +$1.48M | 0.03% | 561 |
|
|
2013
Q3 | $209M | Sell |
10,092,890
-296,530
| -3% | -$6.13M | 0.03% | 591 |
|
|
2013
Q2 | $196M | Buy |
+10,389,420
| New | +$196M | 0.03% | 594 |
|