A detailed history of John G Ullman & Associates Inc transactions in Waterstone Financial, Inc. stock. As of the latest transaction made, John G Ullman & Associates Inc holds 90,826 shares of WSBF stock, worth $1.39 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
90,826
Previous 34,272 165.02%
Holding current value
$1.39 Million
Previous $438,000 204.79%
% of portfolio
0.21%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$12.7 - $16.27 $1.15 Million - $1.48 Million
90,826 New
90,826 $1.34 Million
Q2 2024

Aug 08, 2024

SELL
$10.71 - $13.11 $127,984 - $156,664
-11,950 Reduced 25.85%
34,272 $438,000
Q1 2024

May 06, 2024

SELL
$11.16 - $14.34 $156,686 - $201,333
-14,040 Reduced 23.3%
46,222 $562,000
Q4 2023

Jan 31, 2024

BUY
$9.84 - $14.58 $380,758 - $564,173
38,695 Added 179.42%
60,262 $855,000
Q3 2023

Nov 01, 2023

SELL
$10.95 - $15.07 $250,108 - $344,213
-22,841 Reduced 51.43%
21,567 $236,000
Q2 2023

Aug 21, 2023

BUY
$13.13 - $15.46 $19,182 - $22,587
1,461 Added 3.4%
44,408 $643,000
Q1 2023

May 05, 2023

BUY
$14.51 - $17.54 $623,160 - $753,290
42,947 New
42,947 $650,000

Others Institutions Holding WSBF

About Waterstone Financial, Inc.


  • Ticker WSBF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 22,318,000
  • Market Cap $340M
  • Description
  • Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States. It operates in two segments, Community Banking and Mortgage Banking. The Community Banking segment offers consumer and business banking products and services, su...
More about WSBF
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