Morgan Stanley’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.5M | Sell |
598,108
-124,183
| -17% | -$3.64M | ﹤0.01% | 2947 |
|
2025
Q1 | $20.6M | Sell |
722,291
-43,717
| -6% | -$1.25M | ﹤0.01% | 2668 |
|
2024
Q4 | $24.7M | Sell |
766,008
-119,503
| -13% | -$3.85M | ﹤0.01% | 2559 |
|
2024
Q3 | $30.9M | Buy |
885,511
+296,455
| +50% | +$10.3M | ﹤0.01% | 2346 |
|
2024
Q2 | $16.8M | Sell |
589,056
-91,425
| -13% | -$2.61M | ﹤0.01% | 2850 |
|
2024
Q1 | $19.8M | Sell |
680,481
-506,477
| -43% | -$14.7M | ﹤0.01% | 2704 |
|
2023
Q4 | $39.1M | Buy |
1,186,958
+689,092
| +138% | +$22.7M | ﹤0.01% | 2709 |
|
2023
Q3 | $12.8M | Sell |
497,866
-31,510
| -6% | -$807K | ﹤0.01% | 2891 |
|
2023
Q2 | $14M | Sell |
529,376
-106,511
| -17% | -$2.82M | ﹤0.01% | 2846 |
|
2023
Q1 | $19.2M | Buy |
635,887
+192,736
| +43% | +$5.81M | ﹤0.01% | 2482 |
|
2022
Q4 | $14.9M | Sell |
443,151
-22,314
| -5% | -$749K | ﹤0.01% | 2646 |
|
2022
Q3 | $14M | Buy |
465,465
+16,078
| +4% | +$482K | ﹤0.01% | 2596 |
|
2022
Q2 | $13.5M | Buy |
449,387
+147,010
| +49% | +$4.41M | ﹤0.01% | 2733 |
|
2022
Q1 | $9.92M | Sell |
302,377
-39,008
| -11% | -$1.28M | ﹤0.01% | 2915 |
|
2021
Q4 | $11.4M | Sell |
341,385
-405,144
| -54% | -$13.5M | ﹤0.01% | 2804 |
|
2021
Q3 | $25.6M | Buy |
746,529
+439,663
| +143% | +$15.1M | ﹤0.01% | 1832 |
|
2021
Q2 | $9.75M | Sell |
306,866
-78,863
| -20% | -$2.51M | ﹤0.01% | 3019 |
|
2021
Q1 | $11.9M | Buy |
385,729
+148,373
| +63% | +$4.57M | ﹤0.01% | 2476 |
|
2020
Q4 | $6.11M | Buy |
237,356
+104,314
| +78% | +$2.69M | ﹤0.01% | 3042 |
|
2020
Q3 | $2.78M | Sell |
133,042
-30,371
| -19% | -$633K | ﹤0.01% | 3348 |
|
2020
Q2 | $4.39M | Buy |
163,413
+12,586
| +8% | +$338K | ﹤0.01% | 2811 |
|
2020
Q1 | $3.92M | Sell |
150,827
-116,622
| -44% | -$3.03M | ﹤0.01% | 2687 |
|
2019
Q4 | $9.8M | Buy |
267,449
+127,832
| +92% | +$4.69M | ﹤0.01% | 2455 |
|
2019
Q3 | $5.16M | Buy |
139,617
+16,404
| +13% | +$607K | ﹤0.01% | 2843 |
|
2019
Q2 | $4.3M | Buy |
123,213
+9,116
| +8% | +$318K | ﹤0.01% | 3066 |
|
2019
Q1 | $3.3M | Sell |
114,097
-78,853
| -41% | -$2.28M | ﹤0.01% | 3114 |
|
2018
Q4 | $5.15M | Sell |
192,950
-73,051
| -27% | -$1.95M | ﹤0.01% | 2877 |
|
2018
Q3 | $8.51M | Sell |
266,001
-73,658
| -22% | -$2.36M | ﹤0.01% | 2577 |
|
2018
Q2 | $11.1M | Sell |
339,659
-129,282
| -28% | -$4.23M | ﹤0.01% | 2262 |
|
2018
Q1 | $16.2M | Sell |
468,941
-42,882
| -8% | -$1.48M | ﹤0.01% | 1866 |
|
2017
Q4 | $17.5M | Buy |
511,823
+160,764
| +46% | +$5.51M | ﹤0.01% | 1783 |
|
2017
Q3 | $11.8M | Buy |
351,059
+98,836
| +39% | +$3.33M | ﹤0.01% | 2111 |
|
2017
Q2 | $8.37M | Sell |
252,223
-97,676
| -28% | -$3.24M | ﹤0.01% | 2347 |
|
2017
Q1 | $11.6M | Sell |
349,899
-136,281
| -28% | -$4.51M | ﹤0.01% | 2059 |
|
2016
Q4 | $16.7M | Buy |
486,180
+278,916
| +135% | +$9.58M | 0.01% | 1708 |
|
2016
Q3 | $5.53M | Buy |
207,264
+21,126
| +11% | +$564K | ﹤0.01% | 2563 |
|
2016
Q2 | $4.52M | Buy |
186,138
+35,966
| +24% | +$872K | ﹤0.01% | 2711 |
|
2016
Q1 | $3.4M | Sell |
150,172
-91,268
| -38% | -$2.07M | ﹤0.01% | 2881 |
|
2015
Q4 | $5.75M | Buy |
241,440
+151,340
| +168% | +$3.61M | ﹤0.01% | 2530 |
|
2015
Q3 | $2.05M | Sell |
90,100
-92,830
| -51% | -$2.11M | ﹤0.01% | 3483 |
|
2015
Q2 | $4.27M | Buy |
182,930
+58,354
| +47% | +$1.36M | ﹤0.01% | 2939 |
|
2015
Q1 | $2.72M | Sell |
124,576
-48,088
| -28% | -$1.05M | ﹤0.01% | 3292 |
|
2014
Q4 | $3.83M | Buy |
172,664
+18,257
| +12% | +$404K | ﹤0.01% | 2982 |
|
2014
Q3 | $3.14M | Buy |
154,407
+55,787
| +57% | +$1.14M | ﹤0.01% | 3055 |
|
2014
Q2 | $2.21M | Sell |
98,620
-82,852
| -46% | -$1.86M | ﹤0.01% | 3412 |
|
2014
Q1 | $4.23M | Buy |
181,472
+27,478
| +18% | +$640K | ﹤0.01% | 2732 |
|
2013
Q4 | $3.59M | Buy |
153,994
+1,999
| +1% | +$46.6K | ﹤0.01% | 2891 |
|
2013
Q3 | $3.14M | Sell |
151,995
-32,398
| -18% | -$670K | ﹤0.01% | 2866 |
|
2013
Q2 | $3.48M | Buy |
+184,393
| New | +$3.48M | ﹤0.01% | 2660 |
|