CIBC Private Wealth Group’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78K | Buy |
342
+76
| +29% | +$17.3K | ﹤0.01% | 1496 |
|
|
2025
Q1 | $58.1K | Sell |
266
-453
| -63% | -$99K | ﹤0.01% | 1583 |
|
|
2024
Q4 | $172K | Sell |
719
-200
| -22% | -$47.7K | ﹤0.01% | 1215 |
|
|
2024
Q3 | $237K | Sell |
919
-38
| -4% | -$9.8K | ﹤0.01% | 1104 |
|
|
2024
Q2 | $211K | Sell |
957
-34
| -3% | -$7.5K | ﹤0.01% | 1076 |
|
|
2024
Q1 | $247K | Buy |
991
+39
| +4% | +$9.71K | ﹤0.01% | 1036 |
|
|
2023
Q4 | $228K | Buy |
+952
| New | +$228K | ﹤0.01% | 1024 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$44K | – | 1733 |
|
|
2018
Q2 | $44K | Hold |
300
| – | – | ﹤0.01% | 1201 |
|
|
2018
Q1 | $40K | Hold |
300
| – | – | ﹤0.01% | 1214 |
|
|
2017
Q4 | $35K | Buy |
+300
| New | +$35K | ﹤0.01% | 1269 |
|