Allworth Financial’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
1,261
+1
| +0.1% | +$228 | ﹤0.01% | 1024 |
|
|
2025
Q1 | $283K | Sell |
1,260
-4
| -0.3% | -$898 | ﹤0.01% | 841 |
|
|
2024
Q4 | $292K | Buy |
1,264
+440
| +53% | +$101K | ﹤0.01% | 826 |
|
|
2024
Q3 | $212K | Sell |
824
-24
| -3% | -$6.19K | ﹤0.01% | 803 |
|
|
2024
Q2 | $213K | Sell |
848
-34
| -4% | -$8.54K | ﹤0.01% | 799 |
|
|
2024
Q1 | $223K | Buy |
882
+144
| +20% | +$36.5K | ﹤0.01% | 746 |
|
|
2023
Q4 | $176K | Buy |
738
+406
| +122% | +$97K | ﹤0.01% | 758 |
|
|
2023
Q3 | $67.4K | Buy |
332
+10
| +3% | +$2.03K | ﹤0.01% | 1017 |
|
|
2023
Q2 | $60.7K | Hold |
322
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q1 | $57.3K | Sell |
322
-9
| -3% | -$1.6K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $53.3K | Buy |
331
+9
| +3% | +$1.45K | ﹤0.01% | 986 |
|
|
2022
Q3 | $57K | Sell |
322
-2
| -0.6% | -$354 | ﹤0.01% | 917 |
|
|
2022
Q2 | $65K | Sell |
324
-2
| -0.6% | -$401 | ﹤0.01% | 825 |
|
|
2022
Q1 | $60K | Buy |
326
+6
| +2% | +$1.1K | ﹤0.01% | 842 |
|
|
2021
Q4 | $78K | Buy |
320
+1
| +0.3% | +$244 | ﹤0.01% | 735 |
|
|
2021
Q3 | $74K | Buy |
319
+3
| +0.9% | +$696 | ﹤0.01% | 687 |
|
|
2021
Q2 | $81K | Buy |
316
+1
| +0.3% | +$256 | ﹤0.01% | 515 |
|
|
2021
Q1 | $96K | Hold |
315
| – | – | ﹤0.01% | 459 |
|
|
2020
Q4 | $84K | Buy |
315
+1
| +0.3% | +$267 | ﹤0.01% | 394 |
|
|
2020
Q3 | $59K | Buy |
314
+1
| +0.3% | +$188 | ﹤0.01% | 396 |
|
|
2020
Q2 | $62K | Buy |
313
+1
| +0.3% | +$198 | ﹤0.01% | 381 |
|
|
2020
Q1 | $63K | Hold |
312
| – | – | ﹤0.01% | 371 |
|
|
2019
Q4 | $61K | Buy |
312
+1
| +0.3% | +$196 | ﹤0.01% | 334 |
|
|
2019
Q3 | $57K | Buy |
311
+1
| +0.3% | +$183 | ﹤0.01% | 305 |
|
|
2019
Q2 | $49K | Hold |
310
| – | – | ﹤0.01% | 325 |
|
|
2019
Q1 | $52K | Buy |
310
+1
| +0.3% | +$168 | ﹤0.01% | 308 |
|
|
2018
Q4 | $57K | Buy |
309
+1
| +0.3% | +$184 | ﹤0.01% | 265 |
|
|
2018
Q3 | $53K | Buy |
308
+1
| +0.3% | +$172 | ﹤0.01% | 286 |
|
|
2018
Q2 | $45K | Hold |
307
| – | – | ﹤0.01% | 301 |
|
|
2018
Q1 | $40K | Buy |
307
+1
| +0.3% | +$130 | ﹤0.01% | 284 |
|
|
2017
Q4 | $36K | Buy |
306
+1
| +0.3% | +$118 | ﹤0.01% | 289 |
|
|
2017
Q3 | $34K | Buy |
305
+1
| +0.3% | +$111 | ﹤0.01% | 282 |
|
|
2017
Q2 | $34K | Buy |
304
+1
| +0.3% | +$112 | ﹤0.01% | 299 |
|
|
2017
Q1 | $33K | Buy |
303
+1
| +0.3% | +$109 | ﹤0.01% | 289 |
|
|
2016
Q4 | $35K | Hold |
302
| – | – | ﹤0.01% | 258 |
|
|
2016
Q3 | $34K | Hold |
302
| – | – | ﹤0.01% | 262 |
|
|
2016
Q2 | $35K | Hold |
302
| – | – | ﹤0.01% | 246 |
|
|
2016
Q1 | $33K | Sell |
302
-1
| -0.3% | -$109 | ﹤0.01% | 250 |
|
|
2015
Q4 | $30K | Buy |
303
+1
| +0.3% | +$99 | 0.01% | 256 |
|
|
2015
Q3 | $27K | Buy |
302
+1
| +0.3% | +$89 | 0.01% | 278 |
|
|
2015
Q2 | $26K | Buy |
301
+1
| +0.3% | +$86 | 0.01% | 272 |
|
|
2015
Q1 | $27K | Buy |
+300
| New | +$27K | 0.01% | 269 |
|