TD Private Client Wealth’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.6K | Sell |
1,864
-138
| -7% | -$4.04K | ﹤0.01% | 830 |
|
|
2025
Q1 | $57.2K | Buy |
2,002
+521
| +35% | +$14.9K | ﹤0.01% | 791 |
|
|
2024
Q4 | $47.7K | Sell |
1,481
-344
| -19% | -$11.1K | ﹤0.01% | 828 |
|
|
2024
Q3 | $63.6K | Hold |
1,825
| – | – | ﹤0.01% | 790 |
|
|
2024
Q2 | $52.2K | Hold |
1,825
| – | – | ﹤0.01% | 796 |
|
|
2024
Q1 | $53K | Buy |
1,825
+1,451
| +388% | +$42.1K | ﹤0.01% | 803 |
|
|
2023
Q4 | $12.3K | Hold |
374
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q3 | $9.58K | Hold |
374
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q2 | $9.92K | Sell |
374
-1,406
| -79% | -$37.3K | ﹤0.01% | 1047 |
|
|
2023
Q1 | $53.6K | Sell |
1,780
-369
| -17% | -$11.1K | ﹤0.01% | 752 |
|
|
2022
Q4 | $72.1K | Hold |
2,149
| – | – | ﹤0.01% | 669 |
|
|
2022
Q3 | $64.4K | Hold |
2,149
| – | – | ﹤0.01% | 685 |
|
|
2022
Q2 | $64.5K | Sell |
2,149
-115
| -5% | -$3.45K | ﹤0.01% | 681 |
|
|
2022
Q1 | $74.3K | Buy |
2,264
+1,890
| +505% | +$62K | ﹤0.01% | 694 |
|
|
2021
Q4 | $12.5K | Sell |
374
-12
| -3% | -$401 | ﹤0.01% | 899 |
|
|
2021
Q3 | $13.2K | Hold |
386
| – | – | ﹤0.01% | 893 |
|
|
2021
Q2 | $12.3K | Hold |
386
| – | – | ﹤0.01% | 897 |
|
|
2021
Q1 | $11.9K | Hold |
386
| – | – | ﹤0.01% | 874 |
|
|
2020
Q4 | $9.94K | Hold |
386
| – | – | ﹤0.01% | 844 |
|
|
2020
Q3 | $8.05K | Hold |
386
| – | – | ﹤0.01% | 809 |
|
|
2020
Q2 | $10.4K | Hold |
386
| – | – | ﹤0.01% | 796 |
|
|
2020
Q1 | $10K | Hold |
386
| – | – | ﹤0.01% | 761 |
|
|
2019
Q4 | $14.1K | Buy |
+386
| New | +$14.1K | ﹤0.01% | 728 |
|