Marshall & Sullivan’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
+3,873
| New | +$113K | 0.05% | 52 |
|
|
2023
Q1 | – | Sell |
-3,873
| Closed | -$130K | – | 87 |
|
|
2022
Q4 | $130K | Buy |
+3,873
| New | +$130K | 0.08% | 43 |
|
|
2022
Q3 | – | Sell |
-3,148
| Closed | -$94K | – | 90 |
|
|
2022
Q2 | $94K | Buy |
+3,148
| New | +$94K | 0.06% | 45 |
|