Bleakley Financial Group’s WD-40 WDFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,946
Closed -$958K 1016
2024
Q4
$958K Sell
3,946
-133
-3% -$32.3K 0.03% 427
2024
Q3
$1.05M Buy
4,079
+115
+3% +$29.7K 0.03% 398
2024
Q2
$871K Sell
3,964
-185
-4% -$40.6K 0.03% 452
2024
Q1
$1.05M Buy
4,149
+375
+10% +$95K 0.03% 413
2023
Q4
$902K Sell
3,774
-7
-0.2% -$1.67K 0.03% 422
2023
Q3
$768K Buy
3,781
+260
+7% +$52.8K 0.03% 439
2023
Q2
$664K Buy
3,521
+920
+35% +$174K 0.02% 514
2023
Q1
$463K Buy
2,601
+80
+3% +$14.2K 0.02% 589
2022
Q4
$406K Buy
+2,521
New +$406K 0.01% 602