AWM
Avior Wealth Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Sell |
4,180
-96
| -2% | -$21.9K | 0.03% | 291 |
|
|
2025
Q1 | $1.04M | Buy |
4,276
+112
| +3% | +$27.3K | 0.04% | 255 |
|
|
2024
Q4 | $1.01M | Sell |
4,164
-2,073
| -33% | -$503K | 0.04% | 285 |
|
|
2024
Q3 | $1.61M | Hold |
6,237
| – | – | 0.06% | 199 |
|
|
2024
Q2 | $1.37M | Sell |
6,237
-153
| -2% | -$33.6K | 0.06% | 215 |
|
|
2024
Q1 | $1.62M | Buy |
6,390
+171
| +3% | +$43.3K | 0.08% | 190 |
|
|
2023
Q4 | $1.49M | Hold |
6,219
| – | – | 0.09% | 155 |
|
|
2023
Q3 | $1.26M | Hold |
6,219
| – | – | 0.09% | 162 |
|
|
2023
Q2 | $1.17M | Sell |
6,219
-290
| -4% | -$54.7K | 0.08% | 176 |
|
|
2023
Q1 | $1.16M | Hold |
6,509
| – | – | 0.08% | 176 |
|
|
2022
Q4 | $1.05M | Buy |
6,509
+774
| +13% | +$125K | 0.08% | 181 |
|
|
2022
Q3 | $1.01M | Buy |
5,735
+368
| +7% | +$64.6K | 0.08% | 166 |
|
|
2022
Q2 | $1.08M | Hold |
5,367
| – | – | 0.11% | 138 |
|
|
2022
Q1 | $983K | Sell |
5,367
-578
| -10% | -$106K | 0.08% | 166 |
|
|
2021
Q4 | $1.45M | Sell |
5,945
-3,276
| -36% | -$801K | 0.12% | 136 |
|
|
2021
Q3 | $2.13M | Sell |
9,221
-66
| -0.7% | -$15.3K | 0.18% | 104 |
|
|
2021
Q2 | $2.38M | Sell |
9,287
-469
| -5% | -$120K | 0.24% | 94 |
|
|
2021
Q1 | $2.99M | Buy |
9,756
+89
| +0.9% | +$27.2K | 0.32% | 72 |
|
|
2020
Q4 | $2.57M | Buy |
9,667
+12
| +0.1% | +$3.19K | 0.32% | 78 |
|
|
2020
Q3 | $1.83M | Buy |
9,655
+2,223
| +30% | +$421K | 0.26% | 91 |
|
|
2020
Q2 | $1.35M | Buy |
7,432
+75
| +1% | +$13.7K | 0.21% | 111 |
|
|
2020
Q1 | $1.36M | Buy |
7,357
+30
| +0.4% | +$5.53K | 0.27% | 98 |
|
|
2019
Q4 | $1.31M | Buy |
7,327
+130
| +2% | +$23.2K | 0.21% | 112 |
|
|
2019
Q3 | $1.21M | Sell |
7,197
-350
| -5% | -$58.8K | 0.21% | 110 |
|
|
2019
Q2 | $1.11M | Buy |
7,547
+968
| +15% | +$142K | 0.2% | 115 |
|
|
2019
Q1 | $1.11M | Buy |
6,579
+2,529
| +62% | +$428K | 0.24% | 100 |
|
|
2018
Q4 | $742K | Buy |
4,050
+50
| +1% | +$9.16K | 0.18% | 121 |
|
|
2018
Q3 | $688K | Buy |
4,000
+1,600
| +67% | +$275K | 0.15% | 136 |
|
|
2018
Q2 | $351K | Hold |
2,400
| – | – | 0.08% | 221 |
|
|
2018
Q1 | $316K | Hold |
2,400
| – | – | 0.07% | 225 |
|
|
2017
Q4 | $283K | Buy |
+2,400
| New | +$283K | 0.06% | 255 |
|