HWAM
Hennion & Walsh Asset Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
8,770
-2,248
| -20% | -$65.8K | 0.01% | 854 |
|
|
2025
Q1 | $315K | Sell |
11,018
-119
| -1% | -$3.4K | 0.01% | 754 |
|
|
2024
Q4 | $359K | Sell |
11,137
-6,262
| -36% | -$202K | 0.02% | 719 |
|
|
2024
Q3 | $606K | Sell |
17,399
-1,162
| -6% | -$40.5K | 0.03% | 568 |
|
|
2024
Q2 | $530K | Buy |
18,561
+4,367
| +31% | +$125K | 0.03% | 576 |
|
|
2024
Q1 | $412K | Buy |
14,194
+1,928
| +16% | +$56K | 0.02% | 614 |
|
|
2023
Q4 | $404K | Buy |
12,266
+3,305
| +37% | +$109K | 0.02% | 605 |
|
|
2023
Q3 | $230K | Buy |
8,961
+853
| +11% | +$21.9K | 0.01% | 716 |
|
|
2023
Q2 | $215K | Buy |
+8,108
| New | +$215K | 0.01% | 737 |
|