Checchi Capital Advisers’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 | $342K | Hold |
1,500
| – | – | 0.02% | 419 |
|
|
2025
Q1 | $366K | Hold |
1,500
| – | – | 0.02% | 401 |
|
|
2024
Q4 | $364K | Hold |
1,500
| – | – | 0.02% | 388 |
|
|
2024
Q3 | $387K | Hold |
1,500
| – | – | 0.02% | 382 |
|
|
2024
Q2 | $329K | Hold |
1,500
| – | – | 0.02% | 405 |
|
|
2024
Q1 | $380K | Hold |
1,500
| – | – | 0.03% | 392 |
|
|
2023
Q4 | $359K | Hold |
1,500
| – | – | 0.03% | 385 |
|
|
2023
Q3 | $305K | Buy |
+1,500
| New | +$305K | 0.03% | 398 |
|