Nisa Investment Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $114K | Buy |
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|
2025
Q3 | $103K | Buy |
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|
2025
Q2 | $94.1K | Sell |
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|
2025
Q1 | $97.9K | Hold |
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|
2024
Q4 | $110K | Hold |
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|
2024
Q3 | $119K | Sell |
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|
2024
Q2 | $129K | Hold |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $102K | Buy |
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|
2023
Q3 | $77.1K | Buy |
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|
2023
Q2 | $74.5K | Buy |
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|
2023
Q1 | $84K | Buy |
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|
2022
Q4 | $92K | Buy |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $77K | Sell |
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|
2022
Q1 | $123K | Buy |
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|
2021
Q4 | $88K | Hold |
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|
2021
Q3 | $86 | Hold |
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|
2021
Q2 | $79 | Sell |
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|
2021
Q1 | $102 | Sell |
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|
2020
Q4 | $479K | Hold |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $572K | Hold |
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|
2020
Q1 | $553K | Buy |
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|
2019
Q4 | $682K | Hold |
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|
2019
Q3 | $688K | Hold |
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|
2019
Q2 | $650K | Hold |
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|
2019
Q1 | $537K | Hold |
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|
2018
Q4 | $497K | Hold |
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|
2018
Q3 | $595K | Hold |
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|
2018
Q2 | $608K | Hold |
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|
2018
Q1 | $644K | Hold |
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|
2017
Q4 | $637K | Hold |
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|
2017
Q3 | $626K | Hold |
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|
2017
Q2 | $618K | Hold |
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|
2017
Q1 | $616K | Hold |
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|
2016
Q4 | $639K | Hold |
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|
2016
Q3 | $496K | Hold |
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|
2016
Q2 | $451K | Hold |
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|
2016
Q1 | $421K | Hold |
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|
2015
Q4 | $443K | Hold |
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|
2015
Q3 | $423K | Hold |
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|
2015
Q2 | $434K | Hold |
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|
2015
Q1 | $406K | Hold |
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|
2014
Q4 | $412K | Hold |
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|
2014
Q3 | $379K | Hold |
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|
2014
Q2 | $417K | Hold |
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|
2014
Q1 | $433K | Hold |
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|
2013
Q4 | $433K | Hold |
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|
2013
Q3 | $385K | Hold |
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|
2013
Q2 | $351K | Buy |
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