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Baldwin Wealth Partners’s WD-40 WDFC Stock Holding History

Baldwin Wealth Partners’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41
Closed -$10.6K – 1027
2024
Q3 		$10.6K Buy
+41
New +$10.3K ﹤0.01% 789

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Geode Capital Management
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Ameriprise
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CCA
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Baldwin Wealth Partners's WDFC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WD-40 (WDFC) in Q4 2024, closing a stake of 41 shares — an estimated $10.6K sold.

Baldwin Wealth Partners first reported a position in WDFC in Q3 2024 and held it in 1 quarter. The position peaked at $10.6K in Q3 2024. 370 funds tracked by Wall St. Rank hold WDFC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WD-40 position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 41 WD-40 shares in Q4 2024, an estimated $10.6K.
  • Baldwin Wealth Partners first reported a position in WD-40 in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WD-40 position peaked at $10.6K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held WD-40 as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.