Glassman Wealth Services’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$956 | – | 1813 |
|
|
2023
Q4 | $956 | Hold |
4
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q3 | $813 | Hold |
4
| – | – | ﹤0.01% | 1613 |
|
|
2023
Q2 | $755 | Hold |
4
| – | – | ﹤0.01% | 1531 |
|
|
2023
Q1 | $712 | Hold |
4
| – | – | ﹤0.01% | 1542 |
|
|
2022
Q4 | $645 | Sell |
4
-2
| -33% | -$323 | ﹤0.01% | 1562 |
|
|
2022
Q3 | $1K | Sell |
6
-3
| -33% | -$500 | ﹤0.01% | 1566 |
|
|
2022
Q2 | $2K | Buy |
9
+5
| +125% | +$1.11K | ﹤0.01% | 1301 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1551 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1494 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1394 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q1 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 1015 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1072 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 949 |
|
|
2019
Q2 | $1K | Sell |
5
-8
| -62% | -$1.6K | ﹤0.01% | 954 |
|
|
2019
Q1 | $2K | Buy |
13
+9
| +225% | +$1.39K | ﹤0.01% | 730 |
|
|
2018
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 705 |
|
|
2018
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 754 |
|
|
2018
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 741 |
|
|
2018
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 680 |
|