Creative Planning’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 | $1.88M | Buy |
8,237
+1,775
| +27% | +$405K | ﹤0.01% | 1369 |
|
|
2025
Q1 | $1.58M | Buy |
6,462
+1,617
| +33% | +$395K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $1.18M | Buy |
4,845
+1,792
| +59% | +$435K | ﹤0.01% | 1517 |
|
|
2024
Q3 | $787K | Buy |
3,053
+459
| +18% | +$118K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $570K | Sell |
2,594
-145
| -5% | -$31.8K | ﹤0.01% | 1834 |
|
|
2024
Q1 | $694K | Buy |
2,739
+308
| +13% | +$78K | ﹤0.01% | 1602 |
|
|
2023
Q4 | $581K | Buy |
2,431
+390
| +19% | +$93.2K | ﹤0.01% | 1594 |
|
|
2023
Q3 | $415K | Buy |
2,041
+134
| +7% | +$27.2K | ﹤0.01% | 1685 |
|
|
2023
Q2 | $360K | Buy |
1,907
+19
| +1% | +$3.58K | ﹤0.01% | 1764 |
|
|
2023
Q1 | $336K | Buy |
1,888
+27
| +1% | +$4.81K | ﹤0.01% | 1726 |
|
|
2022
Q4 | $300K | Sell |
1,861
-70
| -4% | -$11.3K | ﹤0.01% | 1722 |
|
|
2022
Q3 | $339K | Buy |
1,931
+498
| +35% | +$87.4K | ﹤0.01% | 1562 |
|
|
2022
Q2 | $289K | Buy |
1,433
+9
| +0.6% | +$1.82K | ﹤0.01% | 1633 |
|
|
2022
Q1 | $261K | Sell |
1,424
-929
| -39% | -$170K | ﹤0.01% | 1725 |
|
|
2021
Q4 | $576K | Buy |
2,353
+172
| +8% | +$42.1K | ﹤0.01% | 1226 |
|
|
2021
Q3 | $505K | Sell |
2,181
-410
| -16% | -$94.9K | ﹤0.01% | 1282 |
|
|
2021
Q2 | $664K | Buy |
2,591
+252
| +11% | +$64.6K | ﹤0.01% | 1118 |
|
|
2021
Q1 | $716K | Buy |
2,339
+525
| +29% | +$161K | ﹤0.01% | 1198 |
|
|
2020
Q4 | $482K | Sell |
1,814
-13
| -0.7% | -$3.45K | ﹤0.01% | 1320 |
|
|
2020
Q3 | $346K | Buy |
1,827
+48
| +3% | +$9.09K | ﹤0.01% | 1313 |
|
|
2020
Q2 | $353K | Hold |
1,779
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q1 | $357K | Buy |
1,779
+296
| +20% | +$59.4K | ﹤0.01% | 1096 |
|
|
2019
Q4 | $288K | Buy |
1,483
+4
| +0.3% | +$777 | ﹤0.01% | 1417 |
|
|
2019
Q3 | $271K | Hold |
1,479
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q2 | $235K | Sell |
1,479
-3
| -0.2% | -$477 | ﹤0.01% | 1508 |
|
|
2019
Q1 | $251K | Buy |
1,482
+3
| +0.2% | +$508 | ﹤0.01% | 1431 |
|
|
2018
Q4 | $271K | Hold |
1,479
| – | – | ﹤0.01% | 1288 |
|
|
2018
Q3 | $254K | Buy |
+1,479
| New | +$254K | ﹤0.01% | 1508 |
|
|
2017
Q3 | – | Sell |
-1,454
| Closed | -$160K | – | 3591 |
|
|
2017
Q2 | $160K | Hold |
1,454
| – | – | ﹤0.01% | 1642 |
|
|
2017
Q1 | $158K | Sell |
1,454
-243
| -14% | -$26.4K | ﹤0.01% | 1630 |
|
|
2016
Q4 | $198K | Buy |
1,697
+90
| +6% | +$10.5K | ﹤0.01% | 1408 |
|
|
2016
Q3 | $181K | Sell |
1,607
-47
| -3% | -$5.29K | ﹤0.01% | 1449 |
|
|
2016
Q2 | $194K | Sell |
1,654
-488
| -23% | -$57.2K | ﹤0.01% | 1261 |
|
|
2016
Q1 | $231K | Sell |
2,142
-30
| -1% | -$3.24K | ﹤0.01% | 1134 |
|
|
2015
Q4 | $214K | Buy |
2,172
+218
| +11% | +$21.5K | ﹤0.01% | 1153 |
|
|
2015
Q3 | $174K | Buy |
+1,954
| New | +$174K | ﹤0.01% | 1264 |
|
|
2015
Q2 | – | Sell |
-1,804
| Closed | -$160K | – | 2874 |
|
|
2015
Q1 | $160K | Buy |
1,804
+513
| +40% | +$45.5K | ﹤0.01% | 1300 |
|
|
2014
Q4 | $110K | Buy |
1,291
+1,087
| +533% | +$92.6K | ﹤0.01% | 1503 |
|
|
2014
Q3 | $14K | Hold |
204
| – | – | ﹤0.01% | 2722 |
|
|
2014
Q2 | $15K | Buy |
204
+175
| +603% | +$12.9K | ﹤0.01% | 2625 |
|
|
2014
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 3298 |
|
|
2013
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 3121 |
|
|
2013
Q3 | $2K | Sell |
29
-171
| -86% | -$11.8K | ﹤0.01% | 3008 |
|
|
2013
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 2240 |
|