UBS AM’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 |
|
|||||
|
2021
Q1 | $1.61M | Sell |
|
|||||
|
2020
Q4 | $2.62M | Sell |
|
|||||
|
2020
Q3 | $1.59M | Sell |
|
|||||
|
2020
Q2 | $1.88M | Buy |
|
|||||
|
2020
Q1 | $1.27M | Buy |
|
|||||
|
2019
Q4 | $1.77M | Buy |
|
|||||
|
2019
Q3 | $1.61M | Sell |
|
|||||
|
2019
Q2 | $1.73M | Sell |
|
|||||
|
2019
Q1 | $1.93M | Buy |
|
|||||
|
2018
Q4 | $1.88M | Buy |
|
|||||
|
2018
Q3 | $2.08M | Sell |
|
|||||
|
2018
Q2 | $1.79M | Sell |
|
|||||
|
2018
Q1 | $2.03M | Sell |
|
|||||
|
2017
Q4 | $2.39M | Buy |
|
|||||
|
2017
Q3 | $1.99M | Buy |
|
|||||
|
2017
Q2 | $1.74M | Buy |
|
|||||
|
2017
Q1 | $1.49M | Buy |
|
|||||
|
2016
Q4 | $1.32M | Sell |
|
|||||
|
2016
Q3 | $1.56M | Buy |
|
|||||
|
2016
Q2 | $1.47M | Buy |
|
|||||
|
2016
Q1 | $1.99M | Sell |
|
|||||
|
2015
Q4 | $2.42M | Sell |
|
|||||
|
2015
Q3 | $4.71M | Sell |
|
|||||
|
2015
Q2 | $6.44M | Sell |
|
|||||
|
2015
Q1 | $13M | Sell |
|
|||||
|
2014
Q4 | $14.5M | Sell |
|
|||||
|
2014
Q3 | $16.4M | Buy |
|
|||||
|
2014
Q2 | $14.7M | Sell |
|
|||||
|
2014
Q1 | $20.8M | Buy |
|
|||||
|
2013
Q4 | $15.4M | Buy |
|
|||||
|
2013
Q3 | $11M | Buy |
|
|||||
|
2013
Q2 | $8.23M | Buy |
|