Principal Financial Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $10.7M | Sell |
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|
2020
Q4 | $11M | Sell |
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|
2020
Q3 | $11.2M | Buy |
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|
2020
Q2 | $10M | Buy |
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|
2020
Q1 | $7.02M | Sell |
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|
2019
Q4 | $10.6M | Sell |
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|
2019
Q3 | $11.8M | Sell |
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|
2019
Q2 | $11.7M | Buy |
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|
2019
Q1 | $11.9M | Sell |
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|
2018
Q4 | $13M | Sell |
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|
2018
Q3 | $16.2M | Buy |
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|
2018
Q2 | $13.6M | Buy |
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|
2018
Q1 | $13.2M | Buy |
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|
2017
Q4 | $14.3M | Sell |
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|
2017
Q3 | $24M | Buy |
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|
2017
Q2 | $12.3M | Buy |
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|
2017
Q1 | $5.61M | Buy |
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|
2016
Q4 | $6.42M | Buy |
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|
2016
Q3 | $5.97M | Buy |
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|
2016
Q2 | $5.35M | Buy |
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|
2016
Q1 | $6.57M | Buy |
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|
2015
Q4 | $7.66M | Buy |
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|
2015
Q3 | $9.06M | Sell |
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|
2015
Q2 | $12.5M | Buy |
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|
2015
Q1 | $12.4M | Sell |
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|
2014
Q4 | $21.7M | Sell |
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|
2014
Q3 | $24.3M | Sell |
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|
2014
Q2 | $82M | Sell |
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|
2014
Q1 | $121M | Buy |
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|
2013
Q4 | $92.9M | Sell |
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|
2013
Q3 | $76.3M | Buy |
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|
2013
Q2 | $58.6M | Buy |
|