Northwestern Mutual Wealth Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4K | Buy |
1,174
+352
| +43% | +$10.3K | ﹤0.01% | 2394 |
|
|
2025
Q1 | $23.5K | Hold |
822
| – | – | ﹤0.01% | 2450 |
|
|
2024
Q4 | $26.5K | Hold |
822
| – | – | ﹤0.01% | 2407 |
|
|
2024
Q3 | $28.6K | Sell |
822
-822
| -50% | -$28.6K | ﹤0.01% | 2349 |
|
|
2024
Q2 | $47K | Buy |
1,644
+822
| +100% | +$23.5K | ﹤0.01% | 2106 |
|
|
2024
Q1 | $23.9K | Hold |
822
| – | – | ﹤0.01% | 2357 |
|
|
2023
Q4 | $27.1K | Hold |
822
| – | – | ﹤0.01% | 2297 |
|
|
2023
Q3 | $21.1K | Sell |
822
-400
| -33% | -$10.2K | ﹤0.01% | 2297 |
|
|
2023
Q2 | $32.4K | Buy |
1,222
+400
| +49% | +$10.6K | ﹤0.01% | 2144 |
|
|
2023
Q1 | $24.8K | Hold |
822
| – | – | ﹤0.01% | 2194 |
|
|
2022
Q4 | $27.6K | Hold |
822
| – | – | ﹤0.01% | 2126 |
|
|
2022
Q3 | $25K | Hold |
822
| – | – | ﹤0.01% | 2129 |
|
|
2022
Q2 | $25K | Buy |
822
+287
| +54% | +$8.73K | ﹤0.01% | 2158 |
|
|
2022
Q1 | $18K | Hold |
535
| – | – | ﹤0.01% | 2349 |
|
|
2021
Q4 | $18K | Hold |
535
| – | – | ﹤0.01% | 2386 |
|
|
2021
Q3 | $18K | Hold |
535
| – | – | ﹤0.01% | 2266 |
|
|
2021
Q2 | $17K | Hold |
535
| – | – | ﹤0.01% | 2258 |
|
|
2021
Q1 | $16K | Hold |
535
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q4 | $14K | Hold |
535
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q3 | $11K | Hold |
535
| – | – | ﹤0.01% | 1971 |
|
|
2020
Q2 | $14K | Sell |
535
-154
| -22% | -$4.03K | ﹤0.01% | 1814 |
|
|
2020
Q1 | $18K | Buy |
689
+55
| +9% | +$1.44K | ﹤0.01% | 1737 |
|
|
2019
Q4 | $23K | Hold |
634
| – | – | ﹤0.01% | 1704 |
|
|
2019
Q3 | $23K | Hold |
634
| – | – | ﹤0.01% | 1700 |
|
|
2019
Q2 | $22K | Hold |
634
| – | – | ﹤0.01% | 1704 |
|
|
2019
Q1 | $18K | Hold |
634
| – | – | ﹤0.01% | 1768 |
|
|
2018
Q4 | $17K | Hold |
634
| – | – | ﹤0.01% | 1663 |
|
|
2018
Q3 | $20K | Hold |
634
| – | – | ﹤0.01% | 1668 |
|
|
2018
Q2 | $21K | Hold |
634
| – | – | ﹤0.01% | 1588 |
|
|
2018
Q1 | $22K | Buy |
634
+578
| +1,032% | +$20.1K | ﹤0.01% | 1501 |
|
|
2017
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 2153 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$1K | – | 2432 |
|
|
2016
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 2255 |
|
|
2015
Q1 | – | Sell |
-745
| Closed | -$17K | – | 1842 |
|
|
2014
Q4 | $17K | Buy |
745
+585
| +366% | +$13.3K | ﹤0.01% | 927 |
|
|
2014
Q3 | $3K | Hold |
160
| – | – | ﹤0.01% | 1141 |
|
|
2014
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 1061 |
|
|
2014
Q1 | $4K | Hold |
160
| – | – | ﹤0.01% | 1039 |
|
|
2013
Q4 | $4K | Hold |
160
| – | – | ﹤0.01% | 1123 |
|
|
2013
Q3 | $3K | Buy |
+160
| New | +$3K | ﹤0.01% | 1132 |
|