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WMS Partners’s WaFd WAFD Stock Holding History

WMS Partners’s Portfolio WAFD Stock Details WAFD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,348
Closed -$398K – 282
2024
Q4 		$398K Sell
12,348
-587
-5% -$18.9K 0.02% 210
2024
Q3 		$451K Buy
+12,935
New +$451K 0.03% 192