Rothschild Investment LLC’s WaFd WAFD Stock Holding History

Rothschild Investment LLC’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.09K	Sell
2025 Q2	$5.71K	Buy
2025 Q1	$4.72K	Buy
2024 Q4	$1.77K	Sell
2024 Q3	$2.61K	Buy
2024 Q2	$857	Buy
2024 Q1	$145	Buy