EverSource Wealth 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 | $35.8K | Buy |
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|
2025
Q1 | $12.4K | Buy |
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|
2024
Q4 | $7.52K | Buy |
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|
2024
Q3 | $6.7K | Hold |
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|
2024
Q2 | $6.8K | Buy |
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|
2024
Q1 | $3.39K | Sell |
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|
2023
Q4 | $4.78K | Buy |
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|
2023
Q3 | $406 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $4K | Buy |
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