Avantax Advisory Services’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 | $991K | Buy |
4,347
+47
| +1% | +$10.7K | 0.01% | 1181 |
|
|
2025
Q1 | $1.05M | Buy |
4,300
+266
| +7% | +$64.9K | 0.01% | 1058 |
|
|
2024
Q4 | $979K | Sell |
4,034
-68
| -2% | -$16.5K | 0.01% | 1049 |
|
|
2024
Q3 | $1.06M | Sell |
4,102
-819
| -17% | -$211K | 0.01% | 990 |
|
|
2024
Q2 | $1.08M | Buy |
4,921
+2,166
| +79% | +$476K | 0.01% | 939 |
|
|
2024
Q1 | $698K | Buy |
2,755
+535
| +24% | +$135K | 0.01% | 896 |
|
|
2023
Q4 | $531K | Buy |
2,220
+334
| +18% | +$79.8K | 0.01% | 958 |
|
|
2023
Q3 | $383K | Buy |
1,886
+553
| +41% | +$112K | ﹤0.01% | 1060 |
|
|
2023
Q2 | $251K | Buy |
+1,333
| New | +$251K | ﹤0.01% | 1280 |
|
|
2021
Q2 | – | Sell |
-1,330
| Closed | -$407K | – | 1162 |
|
|
2021
Q1 | $407K | Buy |
1,330
+275
| +26% | +$84.2K | 0.01% | 684 |
|
|
2020
Q4 | $280K | Sell |
1,055
-1,329
| -56% | -$353K | 0.01% | 755 |
|
|
2020
Q3 | $454K | Buy |
2,384
+114
| +5% | +$21.7K | 0.01% | 836 |
|
|
2020
Q2 | $451K | Hold |
2,270
| – | – | 0.01% | 506 |
|
|
2020
Q1 | $454K | Buy |
2,270
+678
| +43% | +$136K | 0.01% | 459 |
|
|
2019
Q4 | $310K | Buy |
+1,592
| New | +$310K | 0.01% | 615 |
|