EverSource Wealth Advisors’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8K | Buy |
157
+106
| +208% | +$24.2K | ﹤0.01% | 1844 |
|
|
2025
Q1 | $12.4K | Buy |
51
+20
| +65% | +$4.88K | ﹤0.01% | 1980 |
|
|
2024
Q4 | $7.52K | Buy |
31
+5
| +19% | +$1.21K | ﹤0.01% | 2149 |
|
|
2024
Q3 | $6.7K | Hold |
26
| – | – | ﹤0.01% | 2091 |
|
|
2024
Q2 | $6.8K | Buy |
26
+11
| +73% | +$2.88K | ﹤0.01% | 2075 |
|
|
2024
Q1 | $3.39K | Sell |
15
-5
| -25% | -$1.13K | ﹤0.01% | 2207 |
|
|
2023
Q4 | $4.78K | Buy |
20
+18
| +900% | +$4.3K | ﹤0.01% | 1876 |
|
|
2023
Q3 | $406 | Buy |
+2
| New | +$406 | ﹤0.01% | 2417 |
|
|
2022
Q4 | – | Sell |
-190
| Closed | -$33K | – | 2444 |
|
|
2022
Q3 | $33K | Buy |
190
+140
| +280% | +$24.3K | 0.01% | 745 |
|
|
2022
Q2 | $10K | Buy |
50
+30
| +150% | +$6K | ﹤0.01% | 1046 |
|
|
2022
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 1368 |
|