Bell Investment Advisors’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 | $7.53K | Buy |
33
+16
| +94% | +$3.65K | ﹤0.01% | 794 |
|
|
2025
Q1 | $4.15K | Sell |
17
-5
| -23% | -$1.22K | ﹤0.01% | 1007 |
|
|
2024
Q4 | $5.34K | Sell |
22
-2
| -8% | -$485 | ﹤0.01% | 903 |
|
|
2024
Q3 | $6.19K | Hold |
24
| – | – | ﹤0.01% | 824 |
|
|
2024
Q2 | $5.27K | Buy |
24
+3
| +14% | +$659 | ﹤0.01% | 897 |
|
|
2024
Q1 | $5.32K | Sell |
21
-6
| -22% | -$1.52K | ﹤0.01% | 879 |
|
|
2023
Q4 | $6.46K | Buy |
27
+4
| +17% | +$956 | ﹤0.01% | 741 |
|
|
2023
Q3 | $4.68K | Sell |
23
-5
| -18% | -$1.02K | ﹤0.01% | 840 |
|
|
2023
Q2 | $5.28K | Sell |
28
-5
| -15% | -$943 | ﹤0.01% | 797 |
|
|
2023
Q1 | $5.88K | Buy |
33
+20
| +154% | +$3.56K | ﹤0.01% | 704 |
|
|
2022
Q4 | $2.1K | Sell |
13
-13
| -50% | -$2.1K | ﹤0.01% | 1268 |
|
|
2022
Q3 | $5K | Buy |
26
+22
| +550% | +$4.23K | ﹤0.01% | 725 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1654 |
|
|
2021
Q4 | $3K | Buy |
11
+9
| +450% | +$2.46K | ﹤0.01% | 1049 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1839 |
|