Leavell Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $889K | Sell |
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|
2020
Q3 | $678K | Buy |
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|
2020
Q2 | $529K | Sell |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q4 | $589K | Sell |
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|
2019
Q3 | $617K | Buy |
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|
2019
Q2 | $573K | Sell |
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|
2019
Q1 | $632K | Buy |
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|
2018
Q4 | $656K | Sell |
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|
2018
Q3 | $774K | Hold |
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|
2018
Q2 | $657K | Sell |
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|
2018
Q1 | $761K | Buy |
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|
2017
Q4 | $539K | Sell |
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|
2017
Q3 | $499K | Hold |
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|
2017
Q2 | $469K | Hold |
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|
2017
Q1 | $423K | Hold |
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|
2016
Q4 | $485K | Sell |
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|
2016
Q3 | $482K | Hold |
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|
2016
Q2 | $457K | Sell |
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|
2016
Q1 | $626K | Buy |
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|
2015
Q4 | $714K | Buy |
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|
2015
Q3 | $865K | Sell |
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|
2015
Q2 | $1.18M | Sell |
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|
2015
Q1 | $1.29M | Buy |
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|
2014
Q4 | $1.24M | Sell |
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|
2014
Q3 | $1.29M | Hold |
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|
2014
Q2 | $1.56M | Hold |
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|
2014
Q1 | $1.84M | Sell |
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|
2013
Q4 | $1.64M | Hold |
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|
2013
Q3 | $1.3M | Hold |
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|
2013
Q2 | $1.09M | Buy |
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