Stifel Financial’s Waystar Holding Corp WAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,341	Closed	-$269K	–	3564
2024 Q4	$269K	Buy	7,341 +26	+0.4%	+$954	﹤0.01%	3010
2024 Q3	$204K	Buy	+7,315	New	+$204K	﹤0.01%	3137