Creative Planning’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 | $1.89M | Buy |
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|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $787K | Buy |
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|
2024
Q2 | $570K | Sell |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $505K | Sell |
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|
2021
Q2 | $664K | Buy |
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|
2021
Q1 | $716K | Buy |
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|
2020
Q4 | $482K | Sell |
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|
2020
Q3 | $346K | Buy |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $357K | Buy |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $251K | Buy |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $254K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $160K | Hold |
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|
2017
Q1 | $158K | Sell |
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|
2016
Q4 | $198K | Buy |
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|
2016
Q3 | $181K | Sell |
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|
2016
Q2 | $194K | Sell |
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|
2016
Q1 | $231K | Sell |
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|
2015
Q4 | $214K | Buy |
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|
2015
Q3 | $174K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $160K | Buy |
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|
2014
Q4 | $110K | Buy |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $15K | Buy |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Sell |
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|
2013
Q2 | $11K | Buy |
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