Nisa Investment Advisors’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.1K | Sell |
3,214
-210
| -6% | -$6.15K | ﹤0.01% | 1417 |
|
|
2025
Q1 | $97.9K | Hold |
3,424
| – | – | ﹤0.01% | 1412 |
|
|
2024
Q4 | $110K | Hold |
3,424
| – | – | ﹤0.01% | 1448 |
|
|
2024
Q3 | $119K | Sell |
3,424
-1,074
| -24% | -$37.4K | ﹤0.01% | 1399 |
|
|
2024
Q2 | $129K | Hold |
4,498
| – | – | ﹤0.01% | 1415 |
|
|
2024
Q1 | $131K | Buy |
4,498
+1,390
| +45% | +$40.4K | ﹤0.01% | 1403 |
|
|
2023
Q4 | $102K | Buy |
3,108
+98
| +3% | +$3.23K | ﹤0.01% | 1428 |
|
|
2023
Q3 | $77.1K | Buy |
3,010
+200
| +7% | +$5.12K | ﹤0.01% | 1593 |
|
|
2023
Q2 | $74.5K | Buy |
2,810
+35
| +1% | +$928 | ﹤0.01% | 1604 |
|
|
2023
Q1 | $84K | Buy |
2,775
+25
| +0.9% | +$757 | ﹤0.01% | 1556 |
|
|
2022
Q4 | $92K | Buy |
2,750
+79
| +3% | +$2.64K | ﹤0.01% | 1580 |
|
|
2022
Q3 | $81K | Buy |
2,671
+101
| +4% | +$3.06K | ﹤0.01% | 1573 |
|
|
2022
Q2 | $77K | Sell |
2,570
-1,190
| -32% | -$35.7K | ﹤0.01% | 1583 |
|
|
2022
Q1 | $123K | Buy |
3,760
+1,260
| +50% | +$41.2K | ﹤0.01% | 1548 |
|
|
2021
Q4 | $88K | Hold |
2,500
| – | – | ﹤0.01% | 1566 |
|
|
2021
Q3 | $86 | Hold |
2,500
| – | – | ﹤0.01% | 1765 |
|
|
2021
Q2 | $79 | Sell |
2,500
-800
| -24% | -$25 | ﹤0.01% | 1805 |
|
|
2021
Q1 | $102 | Sell |
3,300
-15,300
| -82% | -$473 | ﹤0.01% | 1738 |
|
|
2020
Q4 | $479K | Hold |
18,600
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q3 | $388K | Sell |
18,600
-2,700
| -13% | -$56.3K | ﹤0.01% | 1122 |
|
|
2020
Q2 | $572K | Hold |
21,300
| – | – | 0.01% | 976 |
|
|
2020
Q1 | $553K | Buy |
21,300
+2,700
| +15% | +$70.1K | 0.01% | 892 |
|
|
2019
Q4 | $682K | Hold |
18,600
| – | – | 0.01% | 1009 |
|
|
2019
Q3 | $688K | Hold |
18,600
| – | – | 0.01% | 987 |
|
|
2019
Q2 | $650K | Hold |
18,600
| – | – | 0.01% | 995 |
|
|
2019
Q1 | $537K | Hold |
18,600
| – | – | 0.01% | 1035 |
|
|
2018
Q4 | $497K | Hold |
18,600
| – | – | 0.01% | 997 |
|
|
2018
Q3 | $595K | Hold |
18,600
| – | – | 0.01% | 1048 |
|
|
2018
Q2 | $608K | Hold |
18,600
| – | – | 0.01% | 987 |
|
|
2018
Q1 | $644K | Hold |
18,600
| – | – | 0.01% | 952 |
|
|
2017
Q4 | $637K | Hold |
18,600
| – | – | 0.01% | 967 |
|
|
2017
Q3 | $626K | Hold |
18,600
| – | – | 0.01% | 969 |
|
|
2017
Q2 | $618K | Hold |
18,600
| – | – | 0.01% | 959 |
|
|
2017
Q1 | $616K | Hold |
18,600
| – | – | 0.01% | 959 |
|
|
2016
Q4 | $639K | Hold |
18,600
| – | – | 0.01% | 958 |
|
|
2016
Q3 | $496K | Hold |
18,600
| – | – | 0.01% | 1007 |
|
|
2016
Q2 | $451K | Hold |
18,600
| – | – | 0.01% | 1029 |
|
|
2016
Q1 | $421K | Hold |
18,600
| – | – | 0.01% | 1051 |
|
|
2015
Q4 | $443K | Hold |
18,600
| – | – | 0.01% | 987 |
|
|
2015
Q3 | $423K | Hold |
18,600
| – | – | 0.01% | 1032 |
|
|
2015
Q2 | $434K | Hold |
18,600
| – | – | 0.01% | 1059 |
|
|
2015
Q1 | $406K | Hold |
18,600
| – | – | 0.01% | 1096 |
|
|
2014
Q4 | $412K | Hold |
18,600
| – | – | 0.01% | 1069 |
|
|
2014
Q3 | $379K | Hold |
18,600
| – | – | 0.01% | 1087 |
|
|
2014
Q2 | $417K | Hold |
18,600
| – | – | 0.01% | 1087 |
|
|
2014
Q1 | $433K | Hold |
18,600
| – | – | 0.01% | 1084 |
|
|
2013
Q4 | $433K | Hold |
18,600
| – | – | 0.01% | 1066 |
|
|
2013
Q3 | $385K | Hold |
18,600
| – | – | 0.01% | 1088 |
|
|
2013
Q2 | $351K | Buy |
+18,600
| New | +$351K | 0.01% | 1116 |
|