Center for Financial Planning’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 | $45.6K | Hold |
200
| – | – | 0.01% | 303 |
|
|
2025
Q1 | $48.8K | Hold |
200
| – | – | 0.01% | 278 |
|
|
2024
Q4 | $48.5K | Hold |
200
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $51.6K | Hold |
200
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $43.9K | Hold |
200
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $50.7K | Hold |
200
| – | – | 0.01% | 236 |
|
|
2023
Q4 | $47.8K | Hold |
200
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $40.6K | Sell |
200
-100
| -33% | -$20.3K | 0.01% | 231 |
|
|
2023
Q2 | $56.6K | Hold |
300
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $53.4K | Hold |
300
| – | – | 0.01% | 210 |
|
|
2022
Q4 | $48.4K | Hold |
300
| – | – | 0.01% | 223 |
|
|
2022
Q3 | $53K | Hold |
300
| – | – | 0.01% | 207 |
|
|
2022
Q2 | $60K | Hold |
300
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $55K | Hold |
300
| – | – | 0.01% | 223 |
|
|
2021
Q4 | $73K | Hold |
300
| – | – | 0.01% | 199 |
|
|
2021
Q3 | $69K | Hold |
300
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $77K | Hold |
300
| – | – | 0.02% | 181 |
|
|
2021
Q1 | $92K | Hold |
300
| – | – | 0.02% | 167 |
|
|
2020
Q4 | $80K | Hold |
300
| – | – | 0.02% | 164 |
|
|
2020
Q3 | $57K | Buy |
300
+100
| +50% | +$19K | 0.02% | 176 |
|
|
2020
Q2 | $40K | Hold |
200
| – | – | 0.01% | 206 |
|
|
2020
Q1 | $40K | Hold |
200
| – | – | 0.01% | 190 |
|
|
2019
Q4 | $39K | Buy |
+200
| New | +$39K | 0.01% | 210 |
|