UBS Group’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
413,288
+128,737
| +45% | +$3.77M | ﹤0.01% | 2262 |
|
|
2025
Q1 | $8.13M | Buy |
284,551
+71,867
| +34% | +$2.05M | ﹤0.01% | 2554 |
|
|
2024
Q4 | $6.86M | Buy |
212,684
+64,775
| +44% | +$2.09M | ﹤0.01% | 2705 |
|
|
2024
Q3 | $5.15M | Sell |
147,909
-82,913
| -36% | -$2.89M | ﹤0.01% | 2235 |
|
|
2024
Q2 | $6.6M | Buy |
230,822
+92,047
| +66% | +$2.63M | ﹤0.01% | 1902 |
|
|
2024
Q1 | $4.03M | Sell |
138,775
-9,100
| -6% | -$264K | ﹤0.01% | 2372 |
|
|
2023
Q4 | $4.87M | Buy |
147,875
+46,157
| +45% | +$1.52M | ﹤0.01% | 2031 |
|
|
2023
Q3 | $2.61M | Sell |
101,718
-20,554
| -17% | -$527K | ﹤0.01% | 2348 |
|
|
2023
Q2 | $3.24M | Sell |
122,272
-25,314
| -17% | -$671K | ﹤0.01% | 2263 |
|
|
2023
Q1 | $4.45M | Buy |
147,586
+9,010
| +7% | +$271K | ﹤0.01% | 1945 |
|
|
2022
Q4 | $4.65M | Buy |
138,576
+38,000
| +38% | +$1.27M | ﹤0.01% | 1897 |
|
|
2022
Q3 | $3.02M | Buy |
100,576
+12,761
| +15% | +$383K | ﹤0.01% | 2069 |
|
|
2022
Q2 | $2.64M | Buy |
87,815
+8,984
| +11% | +$270K | ﹤0.01% | 2202 |
|
|
2022
Q1 | $2.59M | Sell |
78,831
-34,233
| -30% | -$1.12M | ﹤0.01% | 2461 |
|
|
2021
Q4 | $3.78M | Buy |
113,064
+13,043
| +13% | +$435K | ﹤0.01% | 2365 |
|
|
2021
Q3 | $3.43M | Sell |
100,021
-10,427
| -9% | -$358K | ﹤0.01% | 2335 |
|
|
2021
Q2 | $3.51M | Sell |
110,448
-17,413
| -14% | -$553K | ﹤0.01% | 2294 |
|
|
2021
Q1 | $3.94M | Buy |
127,861
+15,915
| +14% | +$490K | ﹤0.01% | 2175 |
|
|
2020
Q4 | $2.88M | Sell |
111,946
-9,537
| -8% | -$246K | ﹤0.01% | 2308 |
|
|
2020
Q3 | $2.53M | Buy |
121,483
+37,918
| +45% | +$791K | ﹤0.01% | 2227 |
|
|
2020
Q2 | $2.24M | Sell |
83,565
-4,563
| -5% | -$122K | ﹤0.01% | 2188 |
|
|
2020
Q1 | $2.29M | Sell |
88,128
-152,521
| -63% | -$3.96M | ﹤0.01% | 2069 |
|
|
2019
Q4 | $8.82M | Buy |
240,649
+82,606
| +52% | +$3.03M | ﹤0.01% | 1578 |
|
|
2019
Q3 | $5.85M | Buy |
158,043
+49,065
| +45% | +$1.81M | ﹤0.01% | 1725 |
|
|
2019
Q2 | $3.81M | Buy |
108,978
+17,322
| +19% | +$605K | ﹤0.01% | 2009 |
|
|
2019
Q1 | $2.65M | Sell |
91,656
-41,640
| -31% | -$1.2M | ﹤0.01% | 2219 |
|
|
2018
Q4 | $3.56M | Buy |
133,296
+17,952
| +16% | +$480K | ﹤0.01% | 1966 |
|
|
2018
Q3 | $3.69M | Buy |
115,344
+15,313
| +15% | +$490K | ﹤0.01% | 2124 |
|
|
2018
Q2 | $3.27M | Buy |
100,031
+25,245
| +34% | +$826K | ﹤0.01% | 2175 |
|
|
2018
Q1 | $2.59M | Sell |
74,786
-9,490
| -11% | -$328K | ﹤0.01% | 2359 |
|
|
2017
Q4 | $2.89M | Buy |
84,276
+5,457
| +7% | +$187K | ﹤0.01% | 2249 |
|
|
2017
Q3 | $2.65M | Sell |
78,819
-111,185
| -59% | -$3.74M | ﹤0.01% | 2260 |
|
|
2017
Q2 | $6.31M | Buy |
190,004
+118,524
| +166% | +$3.93M | ﹤0.01% | 1511 |
|
|
2017
Q1 | $2.37M | Buy |
71,480
+7,649
| +12% | +$253K | ﹤0.01% | 2223 |
|
|
2016
Q4 | $2.19M | Sell |
63,831
-3,655
| -5% | -$126K | ﹤0.01% | 2224 |
|
|
2016
Q3 | $1.8M | Buy |
67,486
+1,989
| +3% | +$53.1K | ﹤0.01% | 2308 |
|
|
2016
Q2 | $1.59M | Buy |
65,497
+3,289
| +5% | +$79.8K | ﹤0.01% | 2361 |
|
|
2016
Q1 | $1.41M | Sell |
62,208
-1,265
| -2% | -$28.7K | ﹤0.01% | 2411 |
|
|
2015
Q4 | $1.51M | Sell |
63,473
-3,645
| -5% | -$86.9K | ﹤0.01% | 2403 |
|
|
2015
Q3 | $1.53M | Sell |
67,118
-18,854
| -22% | -$429K | ﹤0.01% | 2333 |
|
|
2015
Q2 | $2.01M | Sell |
85,972
-6,592
| -7% | -$154K | ﹤0.01% | 2306 |
|
|
2015
Q1 | $2.02M | Sell |
92,564
-13,473
| -13% | -$294K | ﹤0.01% | 2281 |
|
|
2014
Q4 | $2.35M | Buy |
+106,037
| New | +$2.35M | ﹤0.01% | 2124 |
|