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 |
|