Atria Investments’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 | $413K | Sell |
1,812
-37
| -2% | -$8.44K | ﹤0.01% | 1522 |
|
2025
Q1 | $451K | Sell |
1,849
-145
| -7% | -$35.4K | 0.01% | 1407 |
|
2024
Q4 | $484K | Sell |
1,994
-174
| -8% | -$42.2K | 0.01% | 1346 |
|
2024
Q3 | $559K | Sell |
2,168
-64
| -3% | -$16.5K | 0.01% | 1262 |
|
2024
Q2 | $490K | Buy |
+2,232
| New | +$490K | 0.01% | 1311 |
|
2020
Q1 | – | Sell |
-1,293
| Closed | -$251K | – | 1200 |
|
2019
Q4 | $251K | Buy |
+1,293
| New | +$251K | 0.01% | 1047 |
|