Global Retirement Partners’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Buy |
+533
| New | +$15.6K | ﹤0.01% | 2410 |
|
|
2024
Q4 | $19.6K | Sell |
609
-121
| -17% | -$3.9K | ﹤0.01% | 2098 |
|
|
2024
Q3 | $25.4K | Sell |
730
-35
| -5% | -$1.22K | ﹤0.01% | 1876 |
|
|
2024
Q2 | $21.9K | Buy |
765
+645
| +538% | +$18.4K | ﹤0.01% | 1940 |
|
|
2024
Q1 | $3.48K | Buy |
120
+13
| +12% | +$377 | ﹤0.01% | 2542 |
|
|
2023
Q4 | $3.24K | Hold |
107
| – | – | ﹤0.01% | 2485 |
|
|
2023
Q3 | $2.69K | Buy |
107
+20
| +23% | +$503 | ﹤0.01% | 2421 |
|
|
2023
Q2 | $2.31K | Hold |
87
| – | – | ﹤0.01% | 2494 |
|
|
2023
Q1 | $2.23K | Hold |
87
| – | – | ﹤0.01% | 2467 |
|
|
2022
Q4 | $2.92K | Hold |
87
| – | – | ﹤0.01% | 2211 |
|
|
2022
Q3 | $3K | Hold |
87
| – | – | ﹤0.01% | 2168 |
|
|
2022
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 2115 |
|
|
2022
Q1 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 2111 |
|
|
2021
Q4 | – | Sell |
-1,723
| Closed | -$59K | – | 1799 |
|
|
2021
Q3 | $59K | Hold |
1,723
| – | – | 0.01% | 799 |
|
|
2021
Q2 | $55K | Sell |
1,723
-76
| -4% | -$2.43K | 0.01% | 815 |
|
|
2021
Q1 | $55K | Buy |
1,799
+748
| +71% | +$22.9K | 0.01% | 756 |
|
|
2020
Q4 | $27K | Buy |
1,051
+63
| +6% | +$1.62K | ﹤0.01% | 947 |
|
|
2020
Q3 | $21K | Buy |
988
+31
| +3% | +$659 | ﹤0.01% | 915 |
|
|
2020
Q2 | $26K | Buy |
957
+312
| +48% | +$8.48K | ﹤0.01% | 819 |
|
|
2020
Q1 | $17K | Hold |
645
| – | – | ﹤0.01% | 852 |
|
|
2019
Q4 | $24K | Sell |
645
-31
| -5% | -$1.15K | ﹤0.01% | 884 |
|
|
2019
Q3 | $25K | Hold |
676
| – | – | ﹤0.01% | 827 |
|
|
2019
Q2 | $24K | Sell |
676
-31
| -4% | -$1.1K | ﹤0.01% | 838 |
|
|
2019
Q1 | $20K | Buy |
707
+184
| +35% | +$5.21K | ﹤0.01% | 831 |
|
|
2018
Q4 | $14K | Buy |
523
+403
| +336% | +$10.8K | ﹤0.01% | 872 |
|
|
2018
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 1294 |
|
|
2018
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 1271 |
|
|
2018
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 1224 |
|
|
2017
Q4 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 1187 |
|