IMS Capital Management’s WaFd WAFD Stock Holding History

IMS Capital Management’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$281K	Hold	9,614	–	–	0.13%	122
2025 Q1	$275K	Hold	9,614	–	–	0.14%	116
2024 Q4	$310K	Sell	9,614 -229	-2%	-$7.38K	0.14%	111
2024 Q3	$343K	Hold	9,843	–	–	0.15%	105
2024 Q2	$338K	Hold	9,843	–	–	0.16%	105
2024 Q1	$286K	Hold	9,843	–	–	0.13%	117
2023 Q4	$324K	Hold	9,843	–	–	0.16%	110
2023 Q3	$252K	Hold	9,843	–	–	0.15%	113
2023 Q2	$261K	Hold	9,843	–	–	0.14%	112
2023 Q1	$296K	Hold	9,843	–	–	0.18%	111
2022 Q4	$330K	Hold	9,843	–	–	0.21%	103
2022 Q3	$295K	Hold	9,843	–	–	0.2%	104
2022 Q2	$295K	Hold	9,843	–	–	0.19%	107
2022 Q1	$323K	Hold	9,843	–	–	0.17%	110
2021 Q4	$329K	Hold	9,843	–	–	0.17%	103
2021 Q3	$338K	Hold	9,843	–	–	0.2%	93
2021 Q2	$313K	Hold	9,843	–	–	0.18%	98
2021 Q1	$303K	Buy	9,843 +460	+5%	+$14.2K	0.19%	93
2020 Q4	$242K	Buy	+9,383	New	+$242K	0.15%	114
2020 Q3	–	Sell	-9,383	Closed	-$252K	–	123
2020 Q2	$252K	Hold	9,383	–	–	0.2%	100
2020 Q1	$244K	Hold	9,383	–	–	0.25%	94
2019 Q4	$344K	Hold	9,383	–	–	0.24%	105
2019 Q3	$347K	Hold	9,383	–	–	0.26%	100
2019 Q2	$328K	Hold	9,383	–	–	0.24%	86
2019 Q1	$271K	Sell	9,383 -1,174	-11%	-$33.9K	0.22%	98
2018 Q4	$282K	Hold	10,557	–	–	0.26%	90
2018 Q3	$338K	Sell	10,557 -1,536	-13%	-$49.2K	0.23%	86
2018 Q2	$395K	Sell	12,093 -169	-1%	-$5.52K	0.25%	93
2018 Q1	$420K	Hold	12,262	–	–	0.26%	92
2017 Q4	$420K	Sell	12,262 -4,000	-25%	-$137K	0.26%	92
2017 Q3	$547K	Sell	16,262 -229	-1%	-$7.7K	0.35%	80
2017 Q2	$548K	Sell	16,491 -2,916	-15%	-$96.9K	0.52%	82
2017 Q1	$642K	Buy	19,407 +874	+5%	+$28.9K	0.64%	64
2016 Q4	$637K	Sell	18,533 -1,500	-7%	-$51.6K	0.68%	57
2016 Q3	$534K	Hold	20,033	–	–	0.62%	58
2016 Q2	$486K	Sell	20,033 -179	-0.9%	-$4.34K	0.57%	62
2016 Q1	$458K	Hold	20,212	–	–	0.56%	60
2015 Q4	$482K	Hold	20,212	–	–	0.59%	62
2015 Q3	$460K	Sell	20,212 -6,500	-24%	-$148K	0.55%	70
2015 Q2	$624K	Sell	26,712 -750	-3%	-$17.5K	0.74%	47
2015 Q1	$599K	Hold	27,462	–	–	0.67%	53
2014 Q4	$608K	Sell	27,462 -2,550	-8%	-$56.5K	0.69%	55
2014 Q3	$611K	Sell	30,012 -4,835	-14%	-$98.4K	0.71%	56
2014 Q2	$782K	Sell	34,847 -1,420	-4%	-$31.9K	0.85%	40
2014 Q1	$845K	Sell	36,267 -4,000	-10%	-$93.2K	1%	37
2013 Q4	$938K	Buy	40,267 +5,000	+14%	+$116K	1.18%	18
2013 Q3	$729K	Sell	35,267 -35,334	-50%	-$730K	1.01%	37
2013 Q2	$1.33M	Buy	+70,601	New	+$1.33M	1.91%	3