Advisornet Financial’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$717 | – | 2508 |
|
|
2023
Q4 | $717 | Buy |
3
+1
| +50% | +$239 | ﹤0.01% | 1994 |
|
|
2023
Q3 | $406 | Hold |
2
| – | – | ﹤0.01% | 2026 |
|
|
2023
Q2 | $377 | Hold |
2
| – | – | ﹤0.01% | 2109 |
|
|
2023
Q1 | $356 | Buy |
2
+1
| +100% | +$178 | ﹤0.01% | 2145 |
|
|
2022
Q4 | $161 | Buy |
+1
| New | +$161 | ﹤0.01% | 2235 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$171K | – | 2212 |
|
|
2021
Q4 | $171K | Hold |
700
| – | – | 0.01% | 637 |
|
|
2021
Q3 | $162K | Sell |
700
-534
| -43% | -$124K | 0.01% | 643 |
|
|
2021
Q2 | $316K | Buy |
1,234
+700
| +131% | +$179K | 0.02% | 466 |
|
|
2021
Q1 | $164K | Hold |
534
| – | – | 0.01% | 610 |
|
|
2020
Q4 | $142K | Hold |
534
| – | – | 0.01% | 590 |
|
|
2020
Q3 | $101K | Hold |
534
| – | – | 0.01% | 665 |
|
|
2020
Q2 | $106K | Hold |
534
| – | – | 0.01% | 652 |
|
|
2020
Q1 | $107K | Hold |
534
| – | – | 0.01% | 595 |
|
|
2019
Q4 | $104K | Hold |
534
| – | – | 0.01% | 667 |
|
|
2019
Q3 | $98K | Hold |
534
| – | – | 0.01% | 676 |
|
|
2019
Q2 | $85K | Hold |
534
| – | – | 0.01% | 656 |
|
|
2019
Q1 | $90K | Hold |
534
| – | – | 0.01% | 580 |
|
|
2018
Q4 | $98K | Sell |
534
-106
| -17% | -$19.5K | 0.01% | 522 |
|
|
2018
Q3 | $110K | Sell |
640
-77
| -11% | -$13.2K | 0.01% | 537 |
|
|
2018
Q2 | $105K | Sell |
717
-275
| -28% | -$40.3K | 0.01% | 514 |
|
|
2018
Q1 | $131K | Hold |
992
| – | – | 0.02% | 471 |
|
|
2017
Q4 | $117K | Buy |
+992
| New | +$117K | 0.02% | 447 |
|