Hennion & Walsh Asset Management’s WaFd WAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
2025
Q1
$315K Sell
2024
Q4
$359K Sell
2024
Q3
$606K Sell
2024
Q2
$530K Buy
2024
Q1
$412K Buy
2023
Q4
$404K Buy
2023
Q3
$230K Buy
2023
Q2
$215K Buy