Genovese Burford & Brothers Wealth & Retirement Plan Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $531K | Sell |
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|
2020
Q3 | $379K | Buy |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $803K | Hold |
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|
2019
Q4 | $777K | Hold |
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|
2019
Q3 | $734K | Hold |
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|
2019
Q2 | $636K | Hold |
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|
2019
Q1 | $678K | Hold |
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|
2018
Q4 | $733K | Hold |
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|
2018
Q3 | $688K | Hold |
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|
2018
Q2 | $585K | Hold |
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|
2018
Q1 | $527K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $447K | Hold |
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|
2017
Q2 | $441K | Hold |
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|
2017
Q1 | $436K | Hold |
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|
2016
Q4 | $468K | Hold |
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|
2016
Q3 | $449K | Hold |
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|
2016
Q2 | $469K | Hold |
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|
2016
Q1 | $432K | Hold |
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|
2015
Q4 | $395K | Buy |
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