Allworth Financial’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
|
|||||
|
2025
Q1 | $283K | Sell |
|
|||||
|
2024
Q4 | $292K | Buy |
|
|||||
|
2024
Q3 | $212K | Sell |
|
|||||
|
2024
Q2 | $213K | Sell |
|
|||||
|
2024
Q1 | $223K | Buy |
|
|||||
|
2023
Q4 | $176K | Buy |
|
|||||
|
2023
Q3 | $67.4K | Buy |
|
|||||
|
2023
Q2 | $60.7K | Hold |
|
|||||
|
2023
Q1 | $57.3K | Sell |
|
|||||
|
2022
Q4 | $53.3K | Buy |
|
|||||
|
2022
Q3 | $57K | Sell |
|
|||||
|
2022
Q2 | $65K | Sell |
|
|||||
|
2022
Q1 | $60K | Buy |
|
|||||
|
2021
Q4 | $78K | Buy |
|
|||||
|
2021
Q3 | $74K | Buy |
|
|||||
|
2021
Q2 | $81K | Buy |
|
|||||
|
2021
Q1 | $96K | Hold |
|
|||||
|
2020
Q4 | $84K | Buy |
|
|||||
|
2020
Q3 | $59K | Buy |
|
|||||
|
2020
Q2 | $62K | Buy |
|
|||||
|
2020
Q1 | $63K | Hold |
|
|||||
|
2019
Q4 | $61K | Buy |
|
|||||
|
2019
Q3 | $57K | Buy |
|
|||||
|
2019
Q2 | $49K | Hold |
|
|||||
|
2019
Q1 | $52K | Buy |
|
|||||
|
2018
Q4 | $57K | Buy |
|
|||||
|
2018
Q3 | $53K | Buy |
|
|||||
|
2018
Q2 | $45K | Hold |
|
|||||
|
2018
Q1 | $40K | Buy |
|
|||||
|
2017
Q4 | $36K | Buy |
|
|||||
|
2017
Q3 | $34K | Buy |
|
|||||
|
2017
Q2 | $34K | Buy |
|
|||||
|
2017
Q1 | $33K | Buy |
|
|||||
|
2016
Q4 | $35K | Hold |
|
|||||
|
2016
Q3 | $34K | Hold |
|
|||||
|
2016
Q2 | $35K | Hold |
|
|||||
|
2016
Q1 | $33K | Sell |
|
|||||
|
2015
Q4 | $30K | Buy |
|
|||||
|
2015
Q3 | $27K | Buy |
|
|||||
|
2015
Q2 | $26K | Buy |
|
|||||
|
2015
Q1 | $27K | Buy |
|