Morgan Stanley’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
Q2 | – | Sell |
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|
2021
Q1 | $18.6M | Sell |
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|
2020
Q4 | $24M | Buy |
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|
2020
Q3 | $3.02M | Sell |
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|
2020
Q2 | $3.52M | Buy |
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|
2020
Q1 | $2.38M | Sell |
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|
2019
Q4 | $6.14M | Buy |
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|
2019
Q3 | $4.9M | Sell |
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|
2019
Q2 | $5.88M | Buy |
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|
2019
Q1 | $688K | Sell |
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|
2018
Q4 | $3.11M | Sell |
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|
2018
Q3 | $3.7M | Sell |
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|
2018
Q2 | $3.63M | Sell |
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|
2018
Q1 | $4.21M | Sell |
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|
2017
Q4 | $6.88M | Buy |
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|
2017
Q3 | $5.8M | Sell |
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|
2017
Q2 | $5.47M | Sell |
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|
2017
Q1 | $8.48M | Sell |
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|
2016
Q4 | $10.5M | Sell |
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|
2016
Q3 | $12.2M | Buy |
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|
2016
Q2 | $4.37M | Buy |
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|
2016
Q1 | $2.94M | Sell |
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|
2015
Q4 | $23.3M | Buy |
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|
2015
Q3 | $11.5M | Buy |
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|
2015
Q2 | $10.7M | Buy |
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|
2015
Q1 | $8.14M | Sell |
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|
2014
Q4 | $24.6M | Sell |
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|
2014
Q3 | $35.4M | Buy |
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|
2014
Q2 | $36.7M | Buy |
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|
2014
Q1 | $20.3M | Buy |
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|
2013
Q4 | $17.5M | Buy |
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|
2013
Q3 | $8.01M | Buy |
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|
2013
Q2 | $6.64M | Buy |
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