IMS Capital 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
Q3 | $279K | Sell |
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|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $286K | Hold |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $329K | Hold |
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|
2021
Q3 | $338K | Hold |
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|
2021
Q2 | $313K | Hold |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $244K | Hold |
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|
2019
Q4 | $344K | Hold |
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|
2019
Q3 | $347K | Hold |
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|
2019
Q2 | $328K | Hold |
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|
2019
Q1 | $271K | Sell |
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|
2018
Q4 | $282K | Hold |
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|
2018
Q3 | $338K | Sell |
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|
2018
Q2 | $395K | Sell |
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|
2018
Q1 | $420K | Hold |
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|
2017
Q4 | $420K | Sell |
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|
2017
Q3 | $547K | Sell |
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|
2017
Q2 | $548K | Sell |
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|
2017
Q1 | $642K | Buy |
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|
2016
Q4 | $637K | Sell |
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|
2016
Q3 | $534K | Hold |
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|
2016
Q2 | $486K | Sell |
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|
2016
Q1 | $458K | Hold |
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|
2015
Q4 | $482K | Hold |
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|
2015
Q3 | $460K | Sell |
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|
2015
Q2 | $624K | Sell |
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|
2015
Q1 | $599K | Hold |
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|
2014
Q4 | $608K | Sell |
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|
2014
Q3 | $611K | Sell |
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|
2014
Q2 | $782K | Sell |
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|
2014
Q1 | $845K | Sell |
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|
2013
Q4 | $938K | Buy |
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|
2013
Q3 | $729K | Sell |
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|
2013
Q2 | $1.33M | Buy |
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