Corient Private Wealth’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 | $4.36M | Buy |
19,118
+9,280
| +94% | +$2.12M | ﹤0.01% | 798 |
|
|
2025
Q1 | $2.4M | Sell |
9,838
-935
| -9% | -$228K | ﹤0.01% | 908 |
|
|
2024
Q4 | $2.61M | Sell |
10,773
-14
| -0.1% | -$3.4K | ﹤0.01% | 901 |
|
|
2024
Q3 | $2.78M | Sell |
10,787
-60
| -0.6% | -$15.5K | ﹤0.01% | 930 |
|
|
2024
Q2 | $2.38M | Sell |
10,847
-43
| -0.4% | -$9.44K | ﹤0.01% | 951 |
|
|
2024
Q1 | $2.76M | Sell |
10,890
-33
| -0.3% | -$8.36K | ﹤0.01% | 882 |
|
|
2023
Q4 | $2.61M | Sell |
10,923
-2,544
| -19% | -$608K | ﹤0.01% | 896 |
|
|
2023
Q3 | $2.74M | Buy |
13,467
+484
| +4% | +$98.4K | 0.01% | 805 |
|
|
2023
Q2 | $2.45M | Buy |
12,983
+7,292
| +128% | +$1.38M | 0.01% | 837 |
|
|
2023
Q1 | $1.01M | Buy |
5,691
+543
| +11% | +$96.7K | ﹤0.01% | 1076 |
|
|
2022
Q4 | $830K | Buy |
+5,148
| New | +$830K | ﹤0.01% | 965 |
|