Wedge Capital Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,809
| Closed | -$508K | – | 516 |
|
|
2023
Q3 | $508K | Sell |
19,809
-37,988
| -66% | -$973K | 0.01% | 415 |
|
|
2023
Q2 | $1.53M | Buy |
+57,797
| New | +$1.53M | 0.02% | 395 |
|
|
2019
Q4 | – | Sell |
-5,855
| Closed | -$217K | – | 594 |
|
|
2019
Q3 | $217K | Sell |
5,855
-4,742
| -45% | -$176K | ﹤0.01% | 529 |
|
|
2019
Q2 | $370K | Sell |
10,597
-914
| -8% | -$31.9K | ﹤0.01% | 500 |
|
|
2019
Q1 | $333K | Sell |
11,511
-1,341
| -10% | -$38.8K | ﹤0.01% | 504 |
|
|
2018
Q4 | $343K | Buy |
12,852
+786
| +7% | +$21K | ﹤0.01% | 473 |
|
|
2018
Q3 | $386K | Sell |
12,066
-1,221
| -9% | -$39.1K | ﹤0.01% | 494 |
|
|
2018
Q2 | $434K | Buy |
13,287
+1,431
| +12% | +$46.7K | ﹤0.01% | 480 |
|
|
2018
Q1 | $410K | Sell |
11,856
-2,028
| -15% | -$70.1K | ﹤0.01% | 475 |
|
|
2017
Q4 | $476K | Sell |
13,884
-753
| -5% | -$25.8K | ﹤0.01% | 459 |
|
|
2017
Q3 | $493K | Sell |
14,637
-1,431
| -9% | -$48.2K | ﹤0.01% | 460 |
|
|
2017
Q2 | $533K | Buy |
+16,068
| New | +$533K | 0.01% | 435 |
|