Carson Wealth (CWM LLC)’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Sell |
382
-117
| -23% | -$26.6K | ﹤0.01% | 2846 |
|
|
2025
Q1 | $122K | Buy |
499
+29
| +6% | +$7.09K | ﹤0.01% | 2256 |
|
|
2024
Q4 | $114K | Buy |
470
+18
| +4% | +$4.37K | ﹤0.01% | 2199 |
|
|
2024
Q3 | $117K | Sell |
452
-11
| -2% | -$2.85K | ﹤0.01% | 2109 |
|
|
2024
Q2 | $102K | Buy |
463
+135
| +41% | +$29.7K | ﹤0.01% | 1965 |
|
|
2024
Q1 | $83K | Sell |
328
-1
| -0.3% | -$253 | ﹤0.01% | 1993 |
|
|
2023
Q4 | $79K | Sell |
329
-34
| -9% | -$8.16K | ﹤0.01% | 1893 |
|
|
2023
Q3 | $74K | Sell |
363
-59
| -14% | -$12K | ﹤0.01% | 1830 |
|
|
2023
Q2 | $80K | Sell |
422
-2
| -0.5% | -$379 | ﹤0.01% | 1688 |
|
|
2023
Q1 | $76K | Buy |
424
+3
| +0.7% | +$538 | ﹤0.01% | 1637 |
|
|
2022
Q4 | $68K | Buy |
421
+204
| +94% | +$33K | ﹤0.01% | 1569 |
|
|
2022
Q3 | $38K | Buy |
217
+27
| +14% | +$4.73K | ﹤0.01% | 1804 |
|
|
2022
Q2 | $38K | Sell |
190
-5,641
| -97% | -$1.13M | ﹤0.01% | 1758 |
|
|
2022
Q1 | $1.07M | Sell |
5,831
-582
| -9% | -$107K | 0.01% | 545 |
|
|
2021
Q4 | $1.57M | Buy |
+6,413
| New | +$1.57M | 0.01% | 487 |
|
|
2021
Q2 | $1.72M | Hold |
6,697
| – | – | 0.01% | 474 |
|
|
2021
Q1 | $1.72M | Hold |
6,697
| – | – | 0.01% | 474 |
|
|
2020
Q4 | $1.72M | Hold |
6,697
| – | – | 0.01% | 474 |
|
|
2020
Q3 | $1.72M | Hold |
6,697
| – | – | 0.01% | 474 |
|
|
2020
Q2 | $1.72M | Hold |
6,697
| – | – | 0.01% | 474 |
|
|
2020
Q1 | $1.72M | Hold |
6,697
| – | – | 0.01% | 474 |
|
|
2019
Q4 | $1.72M | Hold |
6,697
| – | – | 0.01% | 474 |
|
|
2019
Q3 | $1.72M | Hold |
6,697
| – | – | 0.01% | 474 |
|
|
2019
Q2 | $1.72M | Hold |
6,697
| – | – | 0.01% | 474 |
|
|
2019
Q1 | $1.72M | Buy |
6,697
+6,678
| +35,147% | +$1.71M | 0.01% | 474 |
|
|
2018
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 1682 |
|
|
2018
Q3 | $3K | Sell |
19
-7
| -27% | -$1.11K | ﹤0.01% | 1477 |
|
|
2018
Q2 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1254 |
|