Avantax Advisory Services’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 | $991K | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $979K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $531K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $280K | Sell |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $451K | Hold |
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|
2020
Q1 | $454K | Buy |
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|
2019
Q4 | $310K | Buy |
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