Clearstead Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Hold |
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|
2025
Q1 | $14.6K | Hold |
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|
2024
Q4 | $14.6K | Hold |
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|
2024
Q3 | $15.5K | Hold |
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|
2024
Q2 | $13.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $555K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $821K | Buy |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q4 | $990K | Buy |
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|
2021
Q3 | $934K | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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