Current Value of Holding

$447 Thousand

Shares

15.5 Thousand

% of Portfolio

0.00%

Average Buy Price

$27.8

Avg closing price
Price range

30 Chuck Royce WaFd Trades

Chuck Royce acquired 15.5 Thousand WaFd shares worth $447 Thousand. That's 0.00% of their equity portfolio (692nd largest holding). The first WaFd trade was made in Q1 2013. Since then Chuck Royce bought shares twelve more times and sold shares on seventeen occasions. The stake costed the investor $430 Thousand, netting the investor a gain of 4.1% so far.

Avg closing price
Price range
Sold 26.5% shares (-5.59 Thousand shares) Q1 2025
Avg closing price $29.71
Price range $27.40 - $32.60
Sold 35.5% shares (-11.6 Thousand shares) Q4 2024
Avg closing price $35.10
Price range $32.24 - $38.06
Sold 35.6% shares (-18 Thousand shares) Q3 2024
Avg closing price $33.97
Price range $27.90 - $36.89
Sold 36.7% shares (-29.4 Thousand shares) Q1 2024
Avg closing price $28.81
Price range $26.64 - $32.97
Increased shares by 49.3% (+26.4 Thousand shares) Q4 2023
Avg closing price $27.64
Price range $24.17 - $33.87
Increased shares by 130.0% (+30.3 Thousand shares) Q3 2023
Avg closing price $27.95
Price range $25.10 - $31.62
New holding (+23.3 Thousand shares) Q2 2023
Avg closing price $27.69
Price range $25.11 - $30.29
Sold -1.64 Thousand shares Q2 2019
Avg closing price $32.34
Price range $29.13 - $34.93
Increased shares by 16.8% (+236 shares) Q1 2019
Avg closing price $29.40
Price range $26.80 - $30.96
Increased shares by 5.6% (+75 shares) Q4 2018
Avg closing price $28.08
Price range $24.93 - $32.03
Increased shares by 64.2% (+521 shares) Q3 2018
Avg closing price $33.66
Price range $31.85 - $35.20
New holding (+812 shares) Q2 2018
Avg closing price $32.86
Price range $31.45 - $34.55
Sold -138 Thousand shares Q2 2017
Avg closing price $33.13
Price range $31.55 - $34.85
Increased shares by 72.0% (+57.6 Thousand shares) Q1 2017
Avg closing price $33.50
Price range $31.70 - $35.15
Increased shares by 40.3% (+23 Thousand shares) Q4 2016
Avg closing price $30.56
Price range $26.38 - $35.30
Sold 5.0% shares (-3 Thousand shares) Q3 2016
Avg closing price $25.65
Price range $23.73 - $26.98
Sold 46.1% shares (-51.4 Thousand shares) Q2 2016
Avg closing price $24.03
Price range $21.79 - $25.22
Sold 66.4% shares (-220 Thousand shares) Q1 2016
Avg closing price $21.65
Price range $19.87 - $23.23
Sold 44.0% shares (-261 Thousand shares) Q4 2015
Avg closing price $24.63
Price range $22.61 - $26.05
Sold 5.7% shares (-36 Thousand shares) Q3 2015
Avg closing price $22.91
Price range $21.39 - $23.93

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