Clearstead Advisors’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 | $13.7K | Hold |
60
| – | – | ﹤0.01% | 1770 |
|
|
2025
Q1 | $14.6K | Hold |
60
| – | – | ﹤0.01% | 1500 |
|
|
2024
Q4 | $14.6K | Hold |
60
| – | – | ﹤0.01% | 1476 |
|
|
2024
Q3 | $15.5K | Hold |
60
| – | – | ﹤0.01% | 1490 |
|
|
2024
Q2 | $13.2K | Buy |
+60
| New | +$13.2K | ﹤0.01% | 1483 |
|
|
2023
Q4 | – | Sell |
-2,729
| Closed | -$555K | – | 1647 |
|
|
2023
Q3 | $555K | Buy |
+2,729
| New | +$555K | 0.02% | 390 |
|
|
2022
Q3 | – | Sell |
-4,080
| Closed | -$821K | – | 1373 |
|
|
2022
Q2 | $821K | Buy |
4,080
+10
| +0.2% | +$2.01K | 0.06% | 189 |
|
|
2022
Q1 | $746K | Buy |
4,070
+22
| +0.5% | +$4.03K | 0.05% | 216 |
|
|
2021
Q4 | $990K | Buy |
4,048
+13
| +0.3% | +$3.18K | 0.07% | 182 |
|
|
2021
Q3 | $934K | Buy |
4,035
+3
| +0.1% | +$694 | 0.07% | 182 |
|
|
2021
Q2 | $1.03M | Buy |
4,032
+20
| +0.5% | +$5.12K | 0.08% | 163 |
|
|
2021
Q1 | $1.23M | Buy |
4,012
+9
| +0.2% | +$2.76K | 0.1% | 145 |
|
|
2020
Q4 | $1.06M | Buy |
+4,003
| New | +$1.06M | 0.1% | 145 |
|