Pathstone Holdings’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
28,530
-23,359
| -45% | -$684K | ﹤0.01% | 1476 |
|
|
2025
Q1 | $1.5M | Buy |
51,889
+5,424
| +12% | +$156K | 0.01% | 1148 |
|
|
2024
Q4 | $1.5M | Sell |
46,465
-3,966
| -8% | -$128K | 0.01% | 1138 |
|
|
2024
Q3 | $1.76M | Buy |
50,431
+16,539
| +49% | +$576K | 0.01% | 1045 |
|
|
2024
Q2 | $969K | Buy |
33,892
+25,570
| +307% | +$731K | ﹤0.01% | 1345 |
|
|
2024
Q1 | $242K | Buy |
8,322
+1,411
| +20% | +$41K | ﹤0.01% | 2039 |
|
|
2023
Q4 | $228K | Buy |
+6,911
| New | +$228K | ﹤0.01% | 1993 |
|