Bartlett & Co Wealth Management’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
Q3 | $11.3K | Hold |
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|
2025
Q2 | $13K | Hold |
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|
2025
Q1 | $13.9K | Hold |
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|
2024
Q4 | $13.8K | Hold |
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|
2024
Q3 | $14.7K | Hold |
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|
2024
Q2 | $12.5K | Hold |
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|
2024
Q1 | $14.4K | Hold |
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|
2023
Q4 | $13.7K | Hold |
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|
2023
Q3 | $11.6K | Hold |
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|
2023
Q2 | $10.8K | Hold |
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|
2023
Q1 | $10.1K | Hold |
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|
2022
Q4 | $9.19K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11.5K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.33K | Buy |
|