Clearstead Trust’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
Q3 | $155K | Hold |
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|
2025
Q2 | $179K | Buy |
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|
2025
Q1 | $190K | Hold |
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|
2024
Q4 | $189K | Hold |
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|
2024
Q3 | $200K | Sell |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $689K | Hold |
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|
2023
Q4 | $650K | Hold |
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|
2023
Q3 | $553K | Hold |
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|
2023
Q2 | $513K | Hold |
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|
2023
Q1 | $484K | Hold |
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|
2022
Q4 | $438K | Hold |
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|
2022
Q3 | $478K | Buy |
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