Zurich Cantonal Bank’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
23,276
+1,833
| +9% | +$53.7K | ﹤0.01% | 1460 |
|
|
2025
Q1 | $613K | Buy |
21,443
+2,696
| +14% | +$77.1K | ﹤0.01% | 1474 |
|
|
2024
Q4 | $604K | Buy |
18,747
+3,302
| +21% | +$106K | ﹤0.01% | 1516 |
|
|
2024
Q3 | $538K | Buy |
15,445
+2,018
| +15% | +$70.3K | ﹤0.01% | 1519 |
|
|
2024
Q2 | $384K | Sell |
13,427
-2,964
| -18% | -$84.7K | ﹤0.01% | 1668 |
|
|
2024
Q1 | $476K | Buy |
16,391
+1,661
| +11% | +$48.2K | ﹤0.01% | 1488 |
|
|
2023
Q4 | $486K | Buy |
14,730
+3,114
| +27% | +$103K | ﹤0.01% | 1519 |
|
|
2023
Q3 | $298K | Buy |
11,616
+2,230
| +24% | +$57.1K | ﹤0.01% | 1709 |
|
|
2023
Q2 | $249K | Hold |
9,386
| – | – | ﹤0.01% | 1780 |
|
|
2023
Q1 | $283K | Hold |
9,386
| – | – | ﹤0.01% | 1656 |
|
|
2022
Q4 | $315K | Buy |
9,386
+1,848
| +25% | +$62K | ﹤0.01% | 1540 |
|
|
2022
Q3 | $226K | Hold |
7,538
| – | – | ﹤0.01% | 1675 |
|
|
2022
Q2 | $226K | Hold |
7,538
| – | – | ﹤0.01% | 1715 |
|
|
2022
Q1 | $247K | Hold |
7,538
| – | – | ﹤0.01% | 1762 |
|
|
2021
Q4 | $252K | Hold |
7,538
| – | – | ﹤0.01% | 1919 |
|
|
2021
Q3 | $259K | Buy |
+7,538
| New | +$259K | ﹤0.01% | 1747 |
|
|
2021
Q1 | – | Sell |
-9,605
| Closed | -$247K | – | 2617 |
|
|
2020
Q4 | $247K | Hold |
9,605
| – | – | ﹤0.01% | 1702 |
|
|
2020
Q3 | $200K | Hold |
9,605
| – | – | ﹤0.01% | 1589 |
|
|
2020
Q2 | $258K | Buy |
9,605
+1,271
| +15% | +$34.1K | ﹤0.01% | 1361 |
|
|
2020
Q1 | $216K | Buy |
8,334
+3,869
| +87% | +$100K | ﹤0.01% | 1192 |
|
|
2019
Q4 | $164K | Hold |
4,465
| – | – | ﹤0.01% | 1449 |
|
|
2019
Q3 | $165K | Hold |
4,465
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q2 | $156K | Hold |
4,465
| – | – | ﹤0.01% | 1371 |
|
|
2019
Q1 | $129K | Sell |
4,465
-745
| -14% | -$21.5K | ﹤0.01% | 1431 |
|
|
2018
Q4 | $139K | Hold |
5,210
| – | – | ﹤0.01% | 1407 |
|
|
2018
Q3 | $167K | Hold |
5,210
| – | – | ﹤0.01% | 1418 |
|
|
2018
Q2 | $170K | Sell |
5,210
-667
| -11% | -$21.8K | ﹤0.01% | 1344 |
|
|
2018
Q1 | $203K | Hold |
5,877
| – | – | ﹤0.01% | 1190 |
|
|
2017
Q4 | $201K | Buy |
5,877
+1,760
| +43% | +$60.2K | ﹤0.01% | 1185 |
|
|
2017
Q3 | $139K | Hold |
4,117
| – | – | ﹤0.01% | 1197 |
|
|
2017
Q2 | $137K | Buy |
4,117
+301
| +8% | +$10K | ﹤0.01% | 1178 |
|
|
2017
Q1 | $126K | Buy |
3,816
+1,459
| +62% | +$48.2K | ﹤0.01% | 1207 |
|
|
2016
Q4 | $81K | Hold |
2,357
| – | – | ﹤0.01% | 1436 |
|
|
2016
Q3 | $63K | Buy |
2,357
+332
| +16% | +$8.87K | ﹤0.01% | 1518 |
|
|
2016
Q2 | $49K | Hold |
2,025
| – | – | ﹤0.01% | 1503 |
|
|
2016
Q1 | $46K | Hold |
2,025
| – | – | ﹤0.01% | 1474 |
|
|
2015
Q4 | $48K | Buy |
2,025
+652
| +47% | +$15.5K | ﹤0.01% | 1474 |
|
|
2015
Q3 | $31K | Buy |
1,373
+1,145
| +502% | +$25.9K | ﹤0.01% | 1350 |
|
|
2015
Q2 | $5K | Hold |
228
| – | – | ﹤0.01% | 1958 |
|
|
2015
Q1 | $5K | Buy |
+228
| New | +$5K | ﹤0.01% | 1941 |
|