Bartlett & Co Wealth Management’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 | $13K | Hold |
57
| – | – | ﹤0.01% | 886 |
|
|
2025
Q1 | $13.9K | Hold |
57
| – | – | ﹤0.01% | 873 |
|
|
2024
Q4 | $13.8K | Hold |
57
| – | – | ﹤0.01% | 866 |
|
|
2024
Q3 | $14.7K | Hold |
57
| – | – | ﹤0.01% | 864 |
|
|
2024
Q2 | $12.5K | Hold |
57
| – | – | ﹤0.01% | 893 |
|
|
2024
Q1 | $14.4K | Hold |
57
| – | – | ﹤0.01% | 868 |
|
|
2023
Q4 | $13.7K | Hold |
57
| – | – | ﹤0.01% | 951 |
|
|
2023
Q3 | $11.6K | Hold |
57
| – | – | ﹤0.01% | 911 |
|
|
2023
Q2 | $10.8K | Hold |
57
| – | – | ﹤0.01% | 916 |
|
|
2023
Q1 | $10.1K | Hold |
57
| – | – | ﹤0.01% | 824 |
|
|
2022
Q4 | $9.19K | Hold |
57
| – | – | ﹤0.01% | 841 |
|
|
2022
Q3 | $10K | Hold |
57
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $11.5K | Buy |
+57
| New | +$11.5K | ﹤0.01% | 837 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1.33K | – | 1202 |
|
|
2020
Q4 | $1.33K | Buy |
+5
| New | +$1.33K | ﹤0.01% | 993 |
|