Prestige Wealth Management Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35K | Hold |
46
| – | – | ﹤0.01% | 809 |
|
|
2025
Q1 | $1.32K | Hold |
46
| – | – | ﹤0.01% | 805 |
|
|
2024
Q4 | $1.48K | Hold |
46
| – | – | ﹤0.01% | 826 |
|
|
2024
Q3 | $1.6K | Hold |
46
| – | – | ﹤0.01% | 816 |
|
|
2024
Q2 | $1.32K | Hold |
46
| – | – | ﹤0.01% | 790 |
|
|
2024
Q1 | $1.34K | Hold |
46
| – | – | ﹤0.01% | 832 |
|
|
2023
Q4 | $1.52K | Hold |
46
| – | – | ﹤0.01% | 802 |
|
|
2023
Q3 | $1.18K | Hold |
46
| – | – | ﹤0.01% | 848 |
|
|
2023
Q2 | $1.22K | Hold |
46
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $1.39K | Hold |
46
| – | – | ﹤0.01% | 826 |
|
|
2022
Q4 | $1.54K | Hold |
46
| – | – | ﹤0.01% | 889 |
|
|
2022
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 939 |
|
|
2022
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 941 |
|
|
2022
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 824 |
|
|
2021
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 846 |
|
|
2021
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 835 |
|
|
2021
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 942 |
|
|
2021
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 925 |
|
|
2020
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 901 |
|
|
2020
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 851 |
|
|
2020
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 858 |
|
|
2020
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 864 |
|
|
2019
Q1 | – | Sell |
-54
| Closed | -$1K | – | 1131 |
|
|
2018
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 1146 |
|