JFS Wealth Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352 | Sell |
12
-46
| -79% | -$1.35K | ﹤0.01% | 1745 |
|
|
2025
Q1 | $1.66K | Buy |
58
+1
| +2% | +$29 | ﹤0.01% | 1526 |
|
|
2024
Q4 | $1.84K | Buy |
57
+4
| +8% | +$129 | ﹤0.01% | 1514 |
|
|
2024
Q3 | $1.85K | Buy |
53
+12
| +29% | +$418 | ﹤0.01% | 1520 |
|
|
2024
Q2 | $1.17K | Hold |
41
| – | – | ﹤0.01% | 1632 |
|
|
2024
Q1 | $1.19K | Buy |
41
+21
| +105% | +$610 | ﹤0.01% | 1613 |
|
|
2023
Q4 | $660 | Sell |
20
-49
| -71% | -$1.62K | ﹤0.01% | 1751 |
|
|
2023
Q3 | $1.77K | Buy |
69
+15
| +28% | +$384 | ﹤0.01% | 1408 |
|
|
2023
Q2 | $1.43K | Sell |
54
-22
| -29% | -$584 | ﹤0.01% | 1498 |
|
|
2023
Q1 | $2.29K | Sell |
76
-7
| -8% | -$211 | ﹤0.01% | 1306 |
|
|
2022
Q4 | $2.79K | Buy |
83
+12
| +17% | +$403 | ﹤0.01% | 1241 |
|
|
2022
Q3 | $2K | Sell |
71
-25
| -26% | -$704 | ﹤0.01% | 1423 |
|
|
2022
Q2 | $3K | Buy |
96
+38
| +66% | +$1.19K | ﹤0.01% | 1249 |
|
|
2022
Q1 | $2K | Buy |
58
+33
| +132% | +$1.14K | ﹤0.01% | 1520 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1608 |
|