Pathstone Holdings’s WaFd WAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.56M Sell
49,722
-2,582
-5% -$83K 0.01% 1160
2025
Q4
$1.68M Buy
52,304
+21,772
+71% +$673K 0.01% 1127
2025
Q3
$925K Buy
30,532
+2,002
+7% +$61.3K ﹤0.01% 1467
2025
Q2
$835K Sell
28,530
-23,359
-45% -$661K ﹤0.01% 1477
2025
Q1
$1.5M Buy
51,889
+5,424
+12% +$161K 0.01% 1149
2024
Q4
$1.5M Sell
46,465
-3,966
-8% -$139K 0.01% 1138
2024
Q3
$1.76M Buy
50,431
+16,539
+49% +$563K 0.01% 1047
2024
Q2
$969K Buy
33,892
+25,570
+307% +$708K ﹤0.01% 1346
2024
Q1
$242K Buy
8,322
+1,411
+20% +$40.7K ﹤0.01% 2046
2023
Q4
$228K Buy
+6,911
New +$191K ﹤0.01% 1996

Other funds holding WAFD